The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

Holidays, birthdays, anniversaries -- there are so many dates on the calendar to keep track of, and all of them important and ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.

izusek/Getty Images The financial advisory profession is highly competitive. To succeed, advisors need to constantly seek ways to improve, meet new people, and keep abreast of industry developments.

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about ...

For those thinking about changing careers by breaking into wealth management and becoming a financial advisor, the opportunity is there. Tens of thousands of advisors will retire each year over ...

The first quarter is a great time to connect with your financial advisor to reflect on the past and discuss the future. An in-depth conversation about annual tax rules, budgets, investment ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Working with the right financial advisor could mean ...

Gift 5 articles to anyone you choose each month when you subscribe. Financial advice businesses are red-hot among private equity firms. And financial adviser – and co-owner of Baz Luhrmann and ...