When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as meeting with a local financial advisor, but it depends on your comfort ...

What Is a Fee-Only Financial Advisor? Fee-only financial advisors are paid a set fee for services like advising on personal finances, investments, retirement planning, estate planning, taxes, and ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Whether or not publicly traded wealth management firms disclose their headcounts of financial advisors in their quarterly earnings, the number represents a closely watched industry metric. So the ...