Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises ...

However, only 33% of Americans have met with a professional financial advisor. A newer study in 2024 by YouGov revealed that just 27% of Americans are currently using a financial advisor.

For example, say that you have $2.5 million invested with your financial advisor (known as "Assets Under Management" or AUM). A 1% fee would be around average, although you can probably get a ...

A financial advisor is a professional who helps manage your money to reach your goals. Certain advisory services require advisors to register with state or federal regulatory bodies. Financial ...

keep in mind that you don't have to meet with a financial advisor or planner in person to get professional help. Many financial advisors offer online services that allow you to get the guidance ...

Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications ...

The wealth management industry is experiencing significant change—akin to a tectonic shift—in how we define ourselves. The value of professional advice has become increasingly evident.