Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

By working with a charitable advisor at the Baltimore Community Foundation, a client learned she could open a donor-advised fund and make one gift after the sale of her business to secure a tax ...

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

I’m a single woman with no children, turning 63 years old this year but my family has longevity so I’m using 100 years old as my life expectancy mark for retirement planning. I have a combined ...

The stock market can feel like a roller coaster — thrilling on the way up and terrifying on the way down. If you’re staring ...

A 36-year-old Reddit user has a $14 million net worth and he brings home around $3 million each year in income from a small ...

After a long illness, Jessie’s father passed away. Jessie is an only child and his mother died when he was a child. Now, the ...

A financial advisor offers professional guidance, personalised planning, risk management, tax efficiency, and emotional ...

Financial advisors in India charge a certain fee for the services they provide. Learn about the costs involved and the types ...

A blended approach where you draw from discretionary and retirement savings may be the best method.

While some may question the value of an advisor when the bull market is roaring (and stocks are soaring), I do think those ... you’re not alone. And a financial advisor may have what it takes ...

However, robo-advisors do come with management fees ... own in a low-cost fund that tracks the S&P 500. However, if you need more or comprehensive financial advice and guidance, a financial ...