During the same period, the RIA sector saw a 66% increase in advisor headcount. It’s no wonder more advisors are shifting to RIAs— independence promises greater freedom, economics and client alignment ...

Financial advisor Ric Edelman recommends financial advisors hold from 10% to 40% of a portfolio in crypto including bitcoin.

Ready to work with a Bay Area financial advisor? SFGATE readers voted for the best financial advisors in the Bay for all your planning and investing questions.

It’s not easy being a financial advisor. Not only do these professionals have to manage their clients’ money, but they also have to market themselves to drum up business. And some financial ...

Celebrating the best independent financial advisors for the exceptional quality of service and support they provide to clients ...

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

Financial advisors are increasingly allocating to private market investing—but concerns around liquidity, complexity, and client suitability remain.

Key Points The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t ...

As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions ...

SmartAsset's definitive January 2025 report on the lifetime value of a financial advisor calculates tax savings and investment portfolio gains from wealth management ...

Key Takeaways AI can help financial advisors with a variety of day-to-day tasks, including client service, data analysis, portfolio optimization, risk assessment, and trend prediction.