Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

You want to have confidence in the guidance you’re getting.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. The future of wealth management is here. We started our rankings initially ...

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

Advisor fees vary widely. Know about advisor costs with our financial advisor fee calculator, which also estimates investment growth. Many, or all, of the products featured on this page are from our ...

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

While firms are doing more in this space, this three-part strategy highlights a hypothesis about the future of recruiting and retaining talent: empowering strong advisors and providing them with the ...

As more wealth advisors nationwide seek greater autonomy, flexibility, and resources to build thriving practices and deliver ...

Stagnant advisor headcount and limited productivity are now the biggest barriers to wealth growth.”— Peter Bielan, ...