Wells Fargo Advisors, the St. Louis subsidiary of Wells Fargo, said today that Paul Cooke and Jake Trousdale joined on December 22. According to BrokerCheck, both advisors, who have collectively ...

NAPFA does not define the legal fiduciary standard for the public, nor should it attempt to. What NAPFA can do, and what it was formed to do, is to clearly define, promote, and defend the fee-only ...

CLEVELAND, July 30, 2025 /PRNewswire/ -- Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), proudly announces its recognition as one of the 50 Fastest ...

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

WESTLAKE, Texas, July 29, 2025 (GLOBE NEWSWIRE) -- Stansberry Asset Management (SAM) is proud to announce its inclusion in Financial Advisor Magazine’s 2025 Top RIA rankings. SAM was recognized among ...

BOISE, Idaho, July 30, 2025 /PRNewswire/ -- Inspire Advisors, a Christian RIA platform, is proud to announce that it has been ranked as one of America's Top RIAs for 2025 by Financial Advisor Magazine ...

PRAIRIE VILLAGE, Kan., July 24, 2025 /PRNewswire/ -- Financial Advisor Magazine has named Fortis Capital Advisors the #2 Fastest-Growing Registered Investment Advisor (RIA) in the U.S. and one of ...

Falcon Wealth Planning Ranked Top 50 Among FA Magazine’s 2025 Fastest-Growing RIAs and #234 on Overall RIA Ranking. “This acknowledgment reinforces our team’s commitment to delivering fiduciary-driven ...

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 ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

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 ...