“I am considering having her manage my portfolio for a 0.83% assets-under-management fee.” ...

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your ...

Your financial adviser likely manages your life savings — but have you truly vetted them? Here are all the questions you should ask any adviser you might hire, and ask your current one if you haven’t ...

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 ...

Over half of Americans have worked with a financial planner at some point in their lives, and 28% of those who haven't plan to do so sometime in the future, according to a survey by the CFP Board. But ...

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

Science remains the foundation of financial planning, but it's the art that adds color to each advisor’s service offering.

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, ...

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

Discover the main differences between financial analysts and actuaries, including roles, responsibilities, career paths, and industry impact.