Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

See how financial therapy helps people manage financial stress and improve money behaviors. Learn about the role, benefits, ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

A financial debt advisor can help you make a repayment plan.

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

Learn how independent financial advisors operate.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.

KIRKLAND, Wash.--(BUSINESS WIRE)--Schmidt Financial Management, Inc. recently announced its leading advisors, Evan Schmidt, CFP ® and Dominic Hubert, CPA, have been named to Investment News' ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced enhancements to ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...