Flat‑fee financial advisors offer transparent pricing and predictable costs.

A 2023 Harris Research poll commissioned by Empower found that 71% of Americans have bought a lottery ticket and 24% of millennials have consulted a fortune teller. However, only 33% of Americans have ...

I’m nearing retirement and I’m wrestling with hiring either a flat-fee or fee-only (AUM) advisor to help with retirement ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

Independent RIA advisors are cutting fees, recent research from Charles Schwab and AdvisorBenchmarking show. There is an obvious reason for this, say analysts: Despite the recent rebound in the market ...

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how they benefit clients and advisors alike.

INDIANAPOLIS (WISH) — Financial advisor fees, often perceived as minor, can significantly impact retirement savings, warns Ed Wright, a partner at Golden Reserve, a financial retirement planning firm ...

In recent years, by providing clients with the tools and research that make them feel they have complete control over their own financial planning, online brokerage firms have been winning greater ...

It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...

Forbes contributors publish independent expert analyses and insights. Natalie Colley helps women plan financially for major life changes. Ever wonder why Olympic athletes have coaches? These are ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

Harris Poll’s 2024 “Americans and Billionaires Survey” found that 6 in 10 Americans hope to achieve great wealth in their lifetime. Many see entrepreneurship (42%) and stock investing (39%) as the ...