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 ...

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

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Imagine an investor walking into your office for the first time. After a short exchange of pleasantries and introductions, you go through your standard conversation-starter questions. Then, in some ...

Advisor teams showed more larger books, more dramatic organic growth, and more expansive services than solo advisors.

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

You may need a financial advisor if you're facing big life changes, have no financial goals, have complex job pay, high tax bills, no time for finances, and more. Many, or all, of the products ...

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