Explore how financial advisors and financial planners differ.

The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way ...

The number of retirees in the U.S. is growing rapidly, with as many as 10,000 new retirees a day. Retirees with income from employment, pensions, or investments are generally better off than those ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

If a client wants to go to cash to remove risk from their portfolio, do they really mean they want to reallocate their portfolio to a money market account? To be sure, a client with a long-term ...

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...