Learn how independent financial advisors operate.

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Explore differences between M&A advisors and business brokers in scope, client profiles, and fees to choose the right expert for your business transaction goals.

Forbes contributors publish independent expert analyses and insights. I explain key wealth management issues to consumers and professionals. The best financial advisor for an entrepreneur like you is ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

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

“Make hay while the sun shines”: The old expression refers to taking advantage of favorable conditions to prosper. And with markets poised for a third year of strong gains, it applies very well to ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Navigating the complex world of personal finance may seem ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

Faith-based financial advice is a huge industry, with Dave Ramsey perhaps the most successful at helping financial advisors target the lucrative niche market of Christian investors. “We celebrate the ...

With everyday tasks so reliant on technology, advisors were recently asked about how their firms handle technology. As it turns out, if advisors are using outdated or subpar tech, they’re likely to ...