Commission vs. Fee-Based Financial Advisor: Which Is Best?

Which Is Best?

Inside Wealth: Millionaires value their personal trainers and therapists more than their wealth advisors

Therapy is becoming increasingly important to the wealthy, especially the younger rich. Millionaires gave their therapists an ...

‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

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

What Is a Robo Advisor?

Explore how algorithm-driven investment platforms work, their benefits, drawbacks and when they might fit into your financial strategy Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...
Investopedia

Can You Trust Your Financial Advisor? Here’s What You Need To Consider

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

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

6 Financial Advisor Certifications To Choose From Based On Your Needs

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...
PE Hub

PE-backed Pure Financial Advisors scoops up financial advisor Personal Investment Management

Christopher Reedy serves as CEO of PIM The transaction with PIM marks Pure’s fifth strategic acquisition in the past three years PIM has roughly $567 million in regulatory assets under management, as ...

What 4 Financial Advisors Really Think About Dave Ramsey’s Advice

Financial advisors weigh in on Dave Ramsey's most debated money advice, sharing candid opinions on what works, what doesn't, ...
unr.edu

Personal Financial Planning Program

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...