The way independent financial advisories are owned and operated can have important implications for investors. What to know.

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. The term ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. If financial advisors were free, perhaps more people ...

Finding a financial advisor involves more than just looking for someone with the right credentials. It requires identifying a professional who aligns with your financial goals, communication style and ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Molly Grace is a staff money writer at Buy Side covering ...

That’s still a long list, but you can further winnow down your options by finding a firm based in your city or state if meeting your adviser in person is important. You can also choose a smaller ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. I started using a financial advisor when I was in my ...

The story has become a common one: A financial advisor seeking to add high-net-worth clients to her roster enters into a partnership with a trust company. The advisor works hard developing ...