"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

Key Points A financial advisor can give you guidance that helps you meet your goals. It pays to work with an advisor even if ...

A recent MassMutual survey found that Americans consider 63 an ideal retirement age. And that makes sense on a lot of levels.

Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on ...

An advisor with a $2 million account who is used to paying Schwab $5,000 a year for the referral will now pay $5,250. And if they have a $7.5 million account through the referral, they’ll pay ...

The Labor Department shows prices rose rapidly from December to January at an increase of 0.5%. That increase came as a ...

A long-awaited high speed rail project has already cost taxpayers millions in consultants fees and cultural advisory before ...

Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

The road to retirement is a deeply personal one, and it’s probably not going to be a linear path forward. There are sure to ...

As video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for ...