Learn how independent financial advisors operate.

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

Financial advisors help you manage your money and prepare for your financial future. They can earn advisory fees or commissions on the products they sell. Robo-advisors are a low-cost alternative if ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Imagine an investor walking into your office for the first time. After a short exchange of pleasantries and introductions, you go through your standard conversation-starter questions. Then, in some ...

As published recently in their annual report by the financial blog, Kitces, pricing in finance is dominated by one model above all others: Assets Under Management (AUM). This is a fee structure that, ...

Amy Fontinelle is a freelance writer, researcher and editor who brings a journalistic approach to personal finance content. Since 2004, she has worked with lenders, real estate agents, consultants, ...

Historically, there have been few Black financial advisors, though that's changing. Here are a few notable ones.

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...