Next-generation female founders are using newer fee structures to serve a wider range of people and launching initiatives to ...

When you hire a financial advisor, you trust them with your money and your future. But that trust can be broken if you sign a ...

If your financial advisor gives outdated advice, offers poor communication, ignores taxes or doesn't tailor plans, it may be time to switch.

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...

Understanding client motivations is key to a successful client-financial advisor relationship, explains Meghaan Lurtz, a ...

In the end, the real value of a financial advisor isn’t in flashy predictions or complicated products. It’s in having a guide ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential ...

Some bad financial advisors rely on confusing jargon or vague promises to keep clients from questioning their strategies.

When Aubrey Williams, a financial advisor at Open Path Financial in Goleta, California, watched his kids fill out an ADHD ...

I inherited an IRA from an aunt in 2009 and have been receiving the RMD each year since 2010. If the 10-year rule went into ...