Types of financial advisors

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

5 of the Top Financial Advisor Companies for Retirees: Well-Known Fiduciary Firms to Consider

Discover five of the top financial advisor companies for retirees.
Financial Planning

RIA Leaders: Top 10 firms by number of financial advisors for 2025

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

Investment Advisor Adds Shares of Municipal Bond ETF. Should Retail Investors Follow Suit?

Frisch Financial Group acquired roughly $4 million worth of First Trust Managed Municipal ETF (FMB) during the third quarter.
ConsumerAffairs

Financial advisors losing access to clients’ Fidelity 401(k) accounts

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) ...

Miami investment advisor faces prison after pleading guilty to $94 million swindle

Andrew H. Jacobus induced dozens of Venezuelans to invest their life savings by promising high-yield returns that he stole.