Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

A financial advisor can help you identify and achieve your financial goals. Consider hiring an advisor if your finances are complex or you experience a major life event. Choose an advisor you feel ...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...

Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...