In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and ...

Financial advisors make money in a variety of ways, including asset-based fees, flat fees or commissions. Each type of compensation has different benefits, drawbacks and potential conflicts of ...

Which Is Best?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

Barkley Payne, CEO of the nonprofit organization Investing in Others, seeks to raise the profile of financial advisors who go the extra mile in charitable work.

The rule of thumb for bank robbers is they rob banks because that’s where the money is. The rule of thumb for "bad brokers," ...

Understand how advisors earn money—from fees and commissions to salaries—so you can factor the costs into your budget. Molly Grace is a staff money writer at Buy Side covering banking, home equity, ...