Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

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

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Have a question about your financial adviser or looking for a new one? Email questions or concerns to [email protected].

While the percentage-based model that some RIAs offer may provide a wider range of services, the fixed-fee route can help ...

In 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices ...

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

The government intends to introduce a cooling-off period for consumers switching super funds, limit “inappropriate” financial ...

Poor service and high fees are among the most common reasons for wanting to leave a financial adviser, but people often stay longer than they would to like because of roadblocks. If you feel stuck, ...

Globally, financial advice is traditionally intrinsically connected to selling products. In South Africa’s ever-growing ...