Some advisors focus only on a handful of services, while others offer more comprehensive planning and management options. New technology has led to more comprehensive automated financial tools ...

On the asset manager side, he says the chartered financial analyst, or CFA, designation indicates a high level of expertise. When you've found a prospective financial advisor, be sure to "ask as ...

Likewise, the services and experience of working with a private wealth manager can be wholly different from that of working with a financial advisor. Private wealth managers are financial ...

Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience, and ...

If you have funds to invest and you’d like an advisor to manage it for you, they may charge over 1% of your assets under management annually. Yes, clients can sue their financial advisor for ...

Here’s what else you should know about financial advisors, including the advantages and disadvantages of using one and when ...

A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...