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 ...

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.

Are Robo-Advisors Worth It for You? ... On the other hand, research from Cerulli Associates shows that only 7% of financial advisors focus on serving individuals who invest less than $100,000.

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.

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 ...

Let us look at 12 ways financial advisors and physicians are similar: 1. The relationship is confidential. There are no pictures on the wall showcasing famous clients. Physicians: Maintaining ...

Need help finding a financial advisor? This free tool can help you connect with fiduciary advisors who serve your area. High-net-worth individuals (HNWIs) can identify specialized financial advisors ...

High-yield savings accounts can still be worth it in today's economic climate, especially compared to traditional savings ...

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 ...

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.