We like this tax software for its solid tools for self-employed filers and free federal filing for active military members.

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

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

Skilled, vetted financial advisors can not only help their clients substantially grow their wealth—they can optimize numerous ...

New Braunfels-based Mundorf Wealth Management hosts charitable event benefiting the nation's leading pediatric cardiovascular program.

I’m nearing retirement and I’m wrestling with hiring either a flat-fee or fee-only (AUM) advisor to help with retirement ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

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 ...

Maybe it’s time to audit how much you’re paying for financial advice. Dziubinski: All right, let’s start with those very broad categories of compensation types in which advisors fall. What are those ...

A key Zcash developer has published the first detailed blueprint for a dynamic fee market, opening a community discussion about how the decade-old network should price transactions as ZEC’s price, ...

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new fee by LPL could cost some advisors who have a practice that features ...

Priority Financial Group’s assets are likely higher than the tally at its RIA, PFG Advisors, because it does not include clients’ brokerage accounts or assets held at other firms such as turnkey asset ...