With a $1 billion Powerball jackpot prize on the line, having a plan in place is not only smart, but very necessary. Here's ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...

Most recently, Vanguard began offering employees regular payouts within 401(k) plans. An in-plan annuity lets workers ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this ...

Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services ...

Rickson stands out with his entrepreneurial spirit in a field that tends to focus on individual advisors. As an advisor and mentor, he’s built a team-based practice by tapping into everyone’s unique ...

This makes robo-advisors attractive for investors with smaller portfolios — where paying a percentage-based advisory fee ...