A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

Which Is Best?

For advisors, fee-based planning also offers something valuable: steadier and more predictable revenue. Commission-based models can mean uneven revenue depending on market cycles or product sales. But ...

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...

There may come a time where managing your own finances becomes too complicated. Experts have pretty clear recommendations for ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Learn which annuity fees are fair and which drain your nest egg. Financial planner Roland Chow explains how to spot ...

Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net ...

Start by looking at flight/accommodation costs, be flexible on your schedule, seek out credit card rewards, prepare for ...

By addressing taxes, ownership questions, financing and estate planning early on, you’ll give yourself the opportunity to ...