Dear Quentin, I am 66 years old and have been retired for about a year and a half. My retirement savings are still primarily ...

Learn how independent financial advisors operate.

Learn more Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

We recently got a question from a reader that we see often — about whether a financial adviser can add enough value if the adviser doesn’t consistently beat the market. The answer is yes — if you find ...

The number of new financial advisers barely offsets rookie washouts, underlining the need for the industry to attract and retain talent, according to The Cerulli Report—U.S. Advisor Metrics 2023, ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and transparent fee structures.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it ...

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a financial adviser in 2026. And if you’re looking for one, you can use this ...