Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises, we label this individual a financial advisor. Choosing this individual is ...

Working with a financial advisor has its benefits. These professionals can help you analyze your finances, define your goals and create a plan to reach them — whether it’s buying a house, paying for ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Deciding you need someone to help manage your investments is a significant decision. You’re seeking aid to grow your assets and, likely, help you plan for retirement. Unfortunately, identifying the ...

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find out if your financial advisor acts as a fiduciary at all times, especially if ...

Foremost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law and finance, the role of a fiduciary (aka fiduciary duty), whether an organization or individual, is ...

Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight years to ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

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 ...

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...