Whether you need a stockbroker or a financial adviser depends on several factors, including goals, time availability and ...

Institutional investors usually require more robust investment services than traditional retail investors need. Prime brokers provide expanded tools for investors with significant capital to conduct ...

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Brokerage cash is the liquid, uninvested money held in an investor’s brokerage accounts. It’s basically the same as a bank’s checking or savings account, but it’s held by a brokerage firm instead. The ...

Shopping for insurance can be both confusing and tedious—working with an insurance broker could offer some ease. “Insurance is something that most of us need, but it isn’t something people like to ...

A mortgage broker helps you apply for loans, finds competitive interest rates and negotiates terms. Some or all of the mortgage lenders featured on our site are advertising partners of NerdWallet, but ...

You may be familiar with sharing a joint credit card or checking account, but is it a good idea to do the same with a brokerage account for investing? When opening a brokerage account, you will see a ...

Mortgage brokers could help you secure better rates and terms on your loan, but they won’t be the best option for everyone. It’s a difficult market for prospective homebuyers, especially since home ...

Aashika’s near two decades stint in business and finance journalism has led her to report, write, edit and lead teams covering public investing, private investing and personal investing both in India ...