As some financial advisers become more technology-driven and as low-cost robo-advisers gain more traction, some financial ...

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 ...

Since 2004, she has worked with lenders, real estate agents, consultants, financial advisors, family offices, wealth managers,... Jordan Tarver has spent seven years covering mortgage, personal ...

Industry websites like the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) provide directories of independent advisors. These organizations ...

You can also tap professional organizations like the National Association of Personal Financial Advisors (NAPFA), which maintains a directory of fee-only fiduciary advisors. Focusing on the ...

While all buyers look for a degree of figurative goodwill from advisory practice sellers, some financial advisors could reap tax savings by offering up that literal type of asset in the deal. Sales of ...

If you’re feeling dissatisfied with your financial advisor, taking your portfolio elsewhere may be a solid option. However, it’s important to have a plan set up to ensure the transition is ...

Feel like your wallet just isn’t ready for a financial planner? Don’t give up! Here are six places to look for cheap or free ...