Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

With a retirement crisis looming, the financial services industry needs to work toward one consistent set of rules, ...

Evaluating your financial advisor’s performance involves looking beyond mere portfolio growth and delving into a variety of factors that reveal the advisor’s true effectiveness. When considering how ...

Watch for dual roles or “switching hats.” Some advisors are “dual registered,” meaning they act as both fiduciary RIAs and as ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but deliver little to you.