Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. The owner of Aegis Financial Partners in Boulder, ...

Explore how financial advisors and financial planners differ.

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Comprehensive long-term care planning is about creating options. When you address these needs proactively, you maintain control over your choices and preserve your family's financial future. When most ...