I was in my mid-30s when I first started working with a financial advisor. And the reason I didn’t start to use one sooner boiled down to ignorance and laziness on my part. In my 20s, long-term ...

TFB Advisors LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.3% in the 4th quarter, ...

Flashy investments can be a bad deal for individual investors, but there are often warning signs accompanying a bad ...

Anna Baluch is a freelance writer from Cleveland, Ohio. She enjoys writing about a variety of health and personal finance topics. When she's away from her laptop, she can be found working out ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Articulating your value proposition as an advisor is harder than ever due to changes in the industry that have advisors both racing to increase their breadth of services and compete against new ...

You don't need a lot of time, money or knowledge to put your money to work for you in the stock market: Robo-advisors use data and algorithms to automatically invest on your behalf, based on your ...

The mean target rate was 88% of yearly gross revenue ... wealth management firm aggregator was their ideal acquirer. Given advisors' preferences toward internal succession, compensation for ...

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Both “pan” and “omni” mean “all,” and the distinction between omnisexuality and pansexuality is hazy. Some people use them interchangeably. Bisexuality, at its core, involves ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.