Learn how independent financial advisors operate.

These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments, Social ...

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

As your finances become more complex, you may seek a financial advisor. These are some of the situations when it makes sense ...

Learn more You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re likely to turn to financial advisers or planners when seeking ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.