Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...

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 ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...

NAPFA does not define the legal fiduciary standard for the public, nor should it attempt to. What NAPFA can do, and what it was formed to do, is to clearly define, promote, and defend the fee-only ...

Question: “About 15 years ago, I hired a financial planner who recommended an annuity. The annuity yields me 5% per year on about $800,000 invested, with return of principal payment upon my death.

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Financial advice can be found everywhere. Stockbrokers, for instance, are happy to help ...