Financial advisor fees depend on how the advisor is paid and on the complexity of your situation. It’s fairly standard for financial advisor AUM fees to amount to around 1% of your assets. Fee-only ...

Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on ...

The Morgan Stanley wealth manager built his practice around a simple truth: Life doesn’t follow a financial plan.

If it feels overwhelming, if you are not sure how to get started, or if you just don’t have the time, don’t worry. This is ...

The Charles Schwab Corp. continues to tinker with its highly regarded referral program for advisors, this time upping the ...

Understand how advisors earn money—from fees and commissions to salaries—so you can factor the costs into your budget.

Replacing outmoded wealthtech products and practices can not only save advisors time and effort but also boost a firm's ...

AI is becoming more prevalent in the advisory practice, but advisors must be ethical in the use of artificial intelligence.

Aging alone is no longer the exception; it’s becoming the rule for millions of Americans. That reality demands a new level of foresight and courage from financial advisors. These clients don’t have ...

The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of increasing staff.

How Elaine King, founder of The Family and Money Matters Institute, is talking to her clients who are considering retiring abroad.

That moment is burned into my brain. I promised myself right then that I would never feel that powerless again,’ Lori Curtiss ...