Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

Below are five commonly overlooked planning mistakes that many growth-oriented companies make and how business leaders can ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...

An advisor quartet managing $300 million also joined an indie practice within Ameriprise, while Commonwealth Financial ...

This makes robo-advisors attractive for investors with smaller portfolios — where paying a percentage-based advisory fee ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

The advisor industry is nearly evenly split between teams and solo practitioners, but ensemble practices enjoy numerous ...

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services ...

In the Diamond Podcast, FINNY co-founder Eden Ovadia details how the firm uses AI to automatically match financial advisors ...

New Escalent study shows 42% of affluent investors use traditional advisors while robo advisor usage jumps to 20% across age ...