Discover why wealthy people favor non-traditional investments such as cash value life insurance, SBLOCs, and real estate for ...

Advisor teams showed more larger books, more dramatic organic growth, and more expansive services than solo advisors.

Discover five of the top financial advisor companies for retirees.

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services ...

This makes robo-advisors attractive for investors with smaller portfolios — where paying a percentage-based advisory fee ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Investing can be a little intimidating and even scary as consumers think about how to best plan for their future. People work hard to earn their income, so they want ...

The advisor industry is nearly evenly split between teams and solo practitioners, but ensemble practices enjoy numerous ...

Nearly half of the advisors surveyed said they now commit more than 10% of client assets to alternatives, while roughly three ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.