Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Within the financial advisory industry, there’s plenty of debate about whether the fee-only model is always best for clients. That’s a separate question from adhering to the fiduciary standard, which ...

Fee-only financial planners get paid by you directly; fee-based planners may also earn commissions on products they sell. Ask any advisor how they make money. Many, or all, of the products featured on ...

Discover how financial advisors earn their income through base salaries, commissions, and fees. Learn the differences between ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...

Money expert Clark Howard puts a lot of emphasis on you taking control of your financial future by investing. When you’re younger, starting out by contributing to your company’s 401(k) or to a Roth ...

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 ...

Learn how independent financial advisors operate.

Q: You always mention fee-only financial planners and I'm not sure about the true meaning. My husband and I have a financial planner who charges us $2,200 per year, but we got a summary of transaction ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn more Question: “I am ...

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