Learn how independent financial advisors operate.

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

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

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

Jason and Louis Diamond explore key advisor developments from 2025 and predict major trends for 2026 including deal ...

Ivanna Hampton: Many investors work with a financial advisor to help them reach retirement or college savings goals, but the client-advisor relationship, like any relationship, may not last long.

Financial advisors can’t make resolutions for you, but they can suggest them. Here is what four advisors recommend.

Jordan Tarver has spent seven years covering mortgage, personal loan and business loan content for leading financial publications such as Forbes Advisor. He blends knowledge from his bachelor's degree ...

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