Agency costs are internal costs that arise from an agent who acts on behalf of a principal in some situations.

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified ...

Retail investors increased their allocations to private equity, private credit by a whopping 36% last year as advisors look for diversification and strong returns.

Retirement doesn't mean your financial planning needs disappear — they change. The decision to keep or cut an advisor shouldn't hinge solely on portfolio size, but rather on the complexity of your ...

The new appointments bring a wealth of global expertise across human physiology and mental health, sleep and recovery, ...

XP Inc. reports 10% annual growth and 10.5x P/E as it shifts to fee-based advisory models to align advisor interests. Check ...

How we will be cared for in our later years – and how much we are willing to pay for it – are conversations best had as early as possible. One option to cover the cost is a care fees annuity. We look ...

With that growth, a sharp split has emerged between vaults with robust engineering and controls and vaults that are essentially yield packaging. A crypto vault is a managed fund structure deployed ...

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned ...

Wealthtech columnist Davis Janowski talks with experts to decipher the meaning behind the massive stock selloffs triggered by ...