Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Corporate financiers need advisors who understand executive compensation and have expertise in tax strategies, particularly regarding stock options and equity-based incentives. The ideal advisor ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Navigating the complex world of personal finance may seem ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

Forbes contributors publish independent expert analyses and insights. Janet Arzt is Founder of family office advisory firm, Parere Advisory. Most people don’t have the time or expertise to focus on ...

A financial advisor can help you identify and achieve your financial goals. Consider hiring an advisor if your finances are complex or you experience a major life event. Choose an advisor you feel ...

When Barron’s ranks the Top 100 Independent Advisors and Top 100 Registered Investment Advisor firms, we focus on a specific type of financial advisor who works at a specific type of firm—they don’t ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

It’s time to turn the page on another year—and an exciting one it was. The election activity aside, the wealth management industry made headlines on its own, with mega-teams on the move, massive M&A ...

While charitable giving often peaks at year’s end, the most effective philanthropy is anything but seasonal. For financial advisors, philanthropy is a powerful year-round tool—one that deepens their ...

Professional designations are sometimes compared to alphabet soup, but behind them are years of hard work. Professional designations — those clumps of capital letters that often follow a financial ...