"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Some social media financial influencers excel at explaining complex concepts to their audiences, said New York Times reporter ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

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.

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about ...