When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...

A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. If you are thinking of working with a qualified financial ...

Choosing a financial planner is a decision that shouldn't be taken lightly. In fact, this decision is just as important as choosing a lawyer or a doctor. You are trusting this person with your ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

Question: “I think I need a new financial adviser because I feel like I’m being eaten up by fees. I don’t know where to turn. What are reasonable fees and when can someone DIY their finances instead ...

Some financial advisors are paid by mutual fund companies for as long as their clients own their funds. Here's how it works.

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...