Harris Poll's Americans and Billionaires Survey, released last November, reflected a shift in financial priorities. The ...

A financial advisor can give valuable insight into what you should be doing with your money to reach your financial goals.

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...

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. Even ...

If a financial advisor is considered “fee-based,” it means they can earn compensation through a combination of both client-paid fees and forms of compensation related to selling certain products.

Like other broker-dealers, LPL Financial has been moving a lot of its revenue from the commission side of the business to the fee-based advisory channel. After last week, it may be in even more of a ...

Brad Barrett, co-host of the ChooseFI podcast, recently laid out one of the most uncomfortable numbers in personal finance. During the show’s “FI 101: Teaching Financial Independence to Your Community ...

Financial advisors are responsible for every aspect of their customer's financial life, from estate planning to tax planning ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

Historically, you could deduct some financial advisor and tax preparation fees. Under the current tax code, that is no longer the case. For example, say that you paid $4,500 this year in fees to your ...

Before questioning what you pay your advisor, understand the value of ongoing advice, regular reviews and a plan that evolves ...