The natural inclination for most people is to turn to a financial advisor. However, there’s a big question: Do you really need one? Or, could you chart your own course to a financially secure ...

When wealth comes suddenly, as the result of a business sale, inheritance, insurance payout or severance package, financial ...

Ric Edelman, is telling professionals to allocate up to 40% of clients’ portfolios to digital assets, even those that are 90 ...

The poster is wondering if a financial advisor is worth hiring, but they’re having doubts given the cost. Right now, they’re looking at paying someone a $900 flat fee for general advice.

Reinsurance — a risk management tool used by insurance companies — is one of those private markets. “ It is high-risk,” Gilley cautions. “But one of the things that’s most attractive about that type ...

One of the most important decisions you'll make regarding your Social Security benefits is when to sign up. It sounds simple ...

Key Points. An investor with a $5 million estate is wondering if it’s better to pay a financial advisor a flat fee or based on AUM. It’s important to see how much money you save with each ...

An example of a nonfiduciary financial advisor might be a broker, who is held to the “suitability” standard, not a fiduciary one. Essentially, brokers are only obligated to recommend and sell ...

One of the biggest differences between wealth managers and financial advisors is the net worth of their clients. Here's what else you need to know.

In this Reddit post, a financial advisor asks why people seem to […] Not only do these professionals have to manage their clients’ money, but they also have to market themselves to drum up ...

Most investors are reaching this milestone at around the same age, and you can, too, even if it feels like a struggle right ...