Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises, we label this individual a financial advisor. Choosing this individual is ...

Want to know if your financial advisor has your back? Ask this ...

Deciding you need someone to help manage your investments is a significant decision. You’re seeking aid to grow your assets and, likely, help you plan for retirement. Unfortunately, identifying the ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the ...

Fiduciary duty is the requirement that certain professionals, like lawyers or financial advisors, work in the best financial interest of their clients. U.S. law dictates that members of certain ...

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...

Deciding whom to enlist to help manage your money can be a big decision—especially if you’re looking for guidance on investing and long-term financial planning. But choosing the right advisor can be ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.