You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not

This is what you can expect in exchange for a 1% fee ...
InvestmentNews

OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion

Agreement comes as wealthtech firm launches AI-powered wealth management system. Wealth technology provider OneVest and Merit ...

My financial adviser accidentally overcharged me by $11.5K over 8 years. I want what he owes me – plus interest on what that money could have earned. Fair?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Investor’s Edge: Due diligence is very important when selecting a financial advisor

In fact, Vanguard Group, the home of passive indexing, estimates that working with an advisor can add up to 3% annually in ...

Should I use the financial adviser at the firm holding my $1.4 million 401(k)?

“I am considering having her manage my portfolio for a 0.83% assets-under-management fee.” ...

I Asked an Advisor Which Stocks Belong in a Taxable Account — Here’s the Logic

Learn which stocks and funds belong in a taxable brokerage account, and which to avoid, to minimize taxes, from dividends to ...
Wealth Management

The Diamond Podcast for Financial Advisors: Inside Kestra

Kestra Holdings executives and Stone Point Capital partner discuss how advisory practices build enterprise value beyond ...

Why Emotional Intelligence Is Crucial for Financial Advisors, Especially During Times of Crisis

The limiting factor for financial planners is rarely technical ability. It is how they handle emotions—clients’ and their own—especially under pressure.

Financial Advisors: What Retirees Should Stop Buying After Age 65

Financial advisors explain what retirees should stop buying after age 65 to cut retirement spending, avoid money mistakes and ...