Making financial decisions isn’t for the faint of heart — and that’s exactly why you’ve likely ended up hiring a financial advisor. They are pros at helping you sort out all those messy numbers. But, ...

Shannon McLay, the CEO and founder of coaching advisory Financial Gym, is celebrating the Securities and Exchange Commission’s greenlight of an affiliated RIA that she expects will prove her model of ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

This revolutionary AI is the result of a unique collaboration between Eric McLoyd, Sr., a seasoned financial advisor and coach, and his 16-year-old son, Eric Jr., whose fascination with technology ...

Some advisors are playing up an extra role as their clients' "life coach," since investment skills alone may no longer be enough to stand out in a field now replete with computer-generated advice.

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can ...

Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances. Now, 10 years into her profession, running ...

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

Paying 1% a year on a $1.7 million portfolio is a six‑figure decision over a typical retirement, so it deserves more scrutiny than a quick gut check. The headline question is not just whether 1% is ...

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.

Discover how Fidelity Go stacks up in terms of fees, features and suitability for investors seeking a straightforward, low-cost robo advisor Written By Written by Staff Senior Editor, Buy Side Miranda ...