Working with a financial planner is like having your own wealth guru to manage your finances, but the true number of Americans using them may leave you shocked.

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

Currently, the average interest rate on a 30-year fixed mortgage is 6.33%, compared to 6.29% a week ago, according to the ...

When you have over $1 million to manage, paying a flat-fee can often make more sense. “Clients would do well to understand ...

Certified Financial Planner Laura LaTourette is rewriting the rules of money management by leading with empathy, advocacy, ...