Discover how financial advisors protect wealth and guide families in building a lasting legacy.

1. You can keep their secrets. Confidentiality is a major concern. You have heard the expression “keep it in the family.” If your brother becomes a client, he does not want you to tell your sister how ...

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 ...

Michael McDermott, Kathmere Capital CEO, joins 'Power Lunch' to discuss how to maximize your time with a financial advisor, ...

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

Rick Meyers, head of client and advisory at Bernstein Private Wealth Management, looks to recruiting, training and possibly ...

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 ...

MLB starter credits Socium Advisors with helping manage his taxes, investments and training costs as the right-hander ...

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 ...