The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

The term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from. While credentials can be a good starting point for choosing a financial advisor, it’s just ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

I have considered the financial advice provided on the website of my super fund, and it’s clear that I will need a real ...

A financial advisor isn’t someone to hire on a whim. It’s important to find someone with the right communication style and experience. Also make certain your financial advisor will put your needs ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...