One of the pieces of advice new advisors may hear is to choose a niche. A niche reflects your ideal client audience; it's who ...

With a retirement crisis looming, the financial services industry needs to work toward one consistent set of rules, ...

Learn how independent financial advisors operate.

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Among the larger financial advisory firms, true flat-fee models aren’t as common as AUM models. However, some companies that charge an AUM fee for investment management also offer stand-alone or ...

A financial debt advisor can help you make a repayment plan.

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

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

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...