Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

Client communication is a good thing for financial advisors, especially in a volatile market. But how much is too much?

Members of the Legacy Multi-Family Group at UBS in Los Angeles say that putting clients first, then the team, then themselves ...

As your wealth grows, so does your financial complexity. These firms have the experience and services necessary to manage ...

Financial advisors who still think client searches for advisors start and end with Google are already behind. That was the blunt message from Diana Cabrices, founder of Cabrices Consulting, speaking ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Ameriprise data shows 75% of single adults expect to remain unpartnered long term, but many still lack long-term health care ...

Wealth manager stock prices dropped 8 to 12 percent in January 2026 on fears that AI would commoditize financial advice and ...

Financial advisors are mostly bullish on their clients' retirement readiness and tax burdens in the new year, according to a new U.S. News-AdvisorFinder survey conducted in the fourth quarter of 2025.