Financial advisor Kevin Kitt, CFP® who manages more than $110 million in client assets, has joined the practice in Westhampton Beach, N.Y. from UBS Financial Services. For Kitt, the decision to move ...

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 ...

Discover tax-saving strategies for financial advisors, including deductions on business expenses, entity structuring, and maximizing retirement savings.

WASHINGTON and CHICAGO, Dec. 10, 2025 /PRNewswire/ -- Brailsford & Dunlavey (B&D), a Bernhard Capital Partners portfolio company, and Project Management Advisors (PMA) announced they have merged, ...

Brightside Health is a unique subscription service that offers a range of options, including medication management, therapy, a plan that combines therapy and medication management, and a crisis care ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Overspending, liability risk and emotional strain. Clients who ignore advice can jeopardize their own finances and create real challenges for advisors. But a few key strategies can help limit the ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

Here are five common money mistakes—from neglected 401(k)s to outdated estate plans—that quietly put your wealth and security ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Advisors cannot guide what they cannot see. In a landscape where client expectations shift quickly and financial activity happens across multiple institutions, wealth firms need more than periodic ...