The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

October is Financial Planning Awareness Month, an opportunity for advisors and wealth planners to engage with existing clients, attract prospects, and underscore the value of thoughtful financial ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced enhancements to ...

Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent ...