Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified ...

The pros and cons for each approach.

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

Learn about its tax-first approach and financial planning process.

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a fi ...

Amy Fontinelle is a freelance writer, researcher and editor who brings a journalistic approach to personal finance content. Since 2004, she has worked with lenders, real estate agents, consultants, ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...