If you’re not an expert in money matters, choosing a financial advisor to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well because they can be ...

Finding a financial advisor involves more than just looking for someone with the right credentials. It requires identifying a professional who aligns with your financial goals, communication style and ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Every age has its perks and challenges. However, when it comes to building wealth, your 30s ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Discover the key differences between fiduciary and suitability standards in investment advice. Learn how fiduciaries ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

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

In January, the Federal Reserve’s preferred inflation gauge, the personal consumption expenditures price index, climbed 2.5% year-over-year and 0.3% from the prior month. At the same time, the ...

For Darcy Bhatia, there's no such thing as too much good advice. Once a month, Bhatia, a partner at Highmount Capital, a three-year-old New York-based multifamily office and wealth management firm, ...

APPROXIMATELY 68% OF AMERICANS. DIE WITH OR WITHOUT A WILL OR A TRUST IN CALIFORNIA. THAT MEANS A COSTLY PROBATE PROCESS. AND JOINING US NOW TO TALK ABOUT ESTATE PLANNING AND TALKING TO YOUR LOVED ...

My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...