Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

Learn how independent financial advisors operate.

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A financial debt advisor can help you make a repayment plan.

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Among the larger financial advisory firms, true flat-fee models aren’t as common as AUM models. However, some companies that charge an AUM fee for investment management also offer stand-alone or ...

One of the pieces of advice new advisors may hear is to choose a niche. A niche reflects your ideal client audience; it's who ...

If you’re reading this, you probably have a good problem. Your daily finances are stable, and those savings accounts are going up. But you know that those savings will be eaten away by inflation if ...

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...