You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re ...

Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

CNW/ - ("TELUS") (TSX: T) (NYSE: TU) today announced it has engaged TD Securities Inc. and Jefferies Securities, Inc. as ...

Here are seven lessons for new advisors: When starting out, every advisor will face moments when optimism fades after clients ...

As artificial intelligence and robo-advisors handle a growing array of technical and operational tasks, financial ...

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.

NAPFA does not define the legal fiduciary standard for the public, nor should it attempt to. What NAPFA can do, and what it was formed to do, is to clearly define, promote, and defend the fee-only ...

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 ...

Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a ...

The Wealthy Advisers Club, the largest protection and mortgage adviser training community in the UK, announces that it has ...