Private equity firms have backed the majority of RIA acquisitions in recent years. What should you do if your wealth advisor gets acquired? Here's a helpful framework.

An advisor can help you plan for a new financial future during your divorce proceedings and after the ink has dried ...

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. Financial ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

The leader of one Barron’s top private wealth management teams started his career in sales, outside of finance, and explains ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A Reddit user is very undecided about whether he should ...

You’ve spent years building a successful advisory practice. But have you taken the time to protect what you’ve built and plan ...

A realistic look at the challenges, surprises, and small wins financial advisors face in year one Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since ...

Public databases show whether advisors have criminal histories, customer complaints, disciplinary actions, and more, and ...

A financial advisor shares 10 basics things everyone should be doing with their money in order to gain control over their finances.

Under President Trump, financial deregulation could reshape what financial advisors disclose to clients and what products they offer. This could result in increased risk exposure, lower fees and sales ...