A Special Needs Trusts require more precision, more care, and more stewardship than any other piece of an estate plan.

A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge asset-based fees. Because if the advisor's pay is tethered to how well the ...

Vanguard's latest poll and analysis offers a multifaceted explanation into how financial advisors should talk about their ...

Learn how independent financial advisors operate.

Wingspan Advisors to Launch WSA Century Fund and Host Alpha Summit to Select Fund Leadership ...

Learn how advisors can choose the right mutual fund category by assessing client goals, risk tolerance, investment tenure, ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their ...

Newsday's business reporter James T. Madore speaks with a Long Island attorney on tips for choosing the right financial planner for making possible everything from paying for college to funding ...

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another ...

Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...