Homeowners use offset mortgages to reduce the amount of interest they pay by applying their savings balance against their ...

Arrearage is one of those financial terms with a lot of different meanings and implications. Read on to better understand ...

In today’s competitive financial industry, an advisor must continually provide meaningful value by adopting a multifaceted approach that integrates wisdom and experience with modern technology.

Definition: A professional who provides specialized guidance and advice for investment in various insurance schemes is an insurance advisor or insurance consultant. Description: There is a stipulated ...

Disclosures give you a chance to get ahead of client concerns.

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the ...

izusek/Getty Images The financial advisory profession is highly competitive. To succeed, advisors need to constantly seek ways to improve, meet new people, and keep abreast of industry developments.

The financial advisor also assisted with tax planning and asset protection. Many people can benefit from professional advice, even if they don’t have a ton of money yet. 4 million Americans are ...