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 ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Discover essential financial planning strategies for non-profit employees to achieve financial stability and secure their ...

Today’s financial environment has many clients in “reaction mode”—adapting to the ever-changing landscape. In my recent conversations, many of my clients want to know how to manage the impact of ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

Discover essential financial planning strategies for dementia and Alzheimer's care, including long-term care planning ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...