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 ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Staff Personal Finance Editor, Buy Side Valerie Morris is a ...

The shape of financial advisory firms is one that is evolving to meet the shifting demographics of advisors and the changing demands of clients. A new report published today (July 1), looks at the ...

Forbes contributors publish independent expert analyses and insights. I help ultra-high-net-worth families achieve multigenerational wealth. Acquisitions have become increasingly common in the wealth ...

It is the job of a financial advisor to help clients plan for the future. But new research suggests that many next-generation advisors don’t know what their own futures will hold.

***Money is not a client of any investment adviser featured on this page. The information provided on this page is for educational purposes only and is not intended asinvestment advice Money does not ...

Like “getting in shape,” the term “financial independence” has the ring of being a worthy goal but resists a clear and universal definition. Thus, it’s repeated liberally by everyone from ...