Question: “What are the best ways to negotiate lower fees with a potential adviser? Any tips or tricks, dos and don’ts are welcome. I want to know how to actually do this successfully.” Answer: ...

The 2025 tax filing season officially opens Jan. 27. Saving and earning more, spending less, improving credit scores, building an emergency fund and paying off or consolidating debt are among the top ...

Understand how advisors earn money—from fees and commissions to salaries—so you can factor the costs into your budget. Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.

When Brad Klontz’s maternal grandfather went to his bank one day, he discovered all of his money was gone. His bank was one of the thousands of financial institutions that failed during the Great ...

A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

Far from the infamous annuity sales pitches made over rubbery catered meals, seminars can play a crucial role in a financial advisor's marketing strategy, helping to boost the client base. Processing ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...