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In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

Discover five of the top financial advisor companies for retirees.

Don't risk your retirement on outdated advice. Financial experts reveal the seven rules you should break in 2025, like the 4% ...

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency ...

The Financial Ombudsman Service intends to raise its case fees and levies in 2026-27 after keeping them flat for two years.

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

Nobody knows everything. You might be a skilled pilot, a celebrated teacher, or the first plumber on half your city's speed ...