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 ...

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

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

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.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

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

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 ...

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 ...

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 ...

There’s a massive (Terms apply, see ) welcome bonus floating around, but it’s playing hard to get. If you’ve been eyeing the ...

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.