News

More Financial Advisors Warm Up to Crypto in Client Portfolios. Here’s Why.
The SEC’s approval of Bitcoin ETFs, the Trump administration’s crypto friendliness, and a crypto advocate at the SEC are ...
Does TikTok give good financial advice? How to screen ‘finfluencer’ tips without putting your money at risk.
Social media has become a key source of financial advice for millions of Americans who did not learn about money at home or ...
Belmar financial adviser admits to scamming clients out of $6.9M since the 1980s
Vincent Dispoto Jr., 67, faces up to 20 years in federal prison when he is sentenced in August, said U.S. Attorney Alina ...
5 ways financial advisors are guiding investors through a hellish patch in markets
"We are taking a lot of client phone calls, for sure," one financial planner said.
Tariffs Are Roiling Markets. Here’s What Financial Advisors Are Telling Clients.
A key gauge of fear remains at elevated levels amid the bumpy rollout of tariffs. Here’s how advisors are helping clients ...
‘My financial adviser does not call.’ I’m 77 and worried about my relationship with my adviser who doesn’t communicate investment changes. Are we going to be OK?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
5 types of financial advisors: Which one is right for you?
A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...
Financial Planning1d
Why and when do financial advisors change firms? It's complicated
The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and ...
Financial Planning3dOpinion
Dream teams: How collaboration helps women financial advisors thrive
A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.
SMSF Adviser9d
Financial advice ‘absolutely central’ to Coalition’s economic blueprint: Taylor
The shadow treasurer has signalled a regulatory overhaul to restore adviser numbers and position financial services at the ...
MarketWatch8d
‘It’s a bit much.’ A financial adviser charged this fee for a client’s $500K investment. Was it reasonable — or not?
Question: “I have a financial adviser right now that is charging 1.5 % on a $500,000 portfolio. I am thinking that may be an excessive fee. How do I know if what I’m paying is fair?