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

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

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as meeting with a local financial advisor, but it depends on your comfort ...

A financial advisor can play a pivotal role in managing your investments, planning for retirement and helping you navigate complex financial decisions. Vetting potential advisors ensures you find ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find a financial advisor near you or online. Many, or all, of the products featured on this page ...

A financial advisor isn’t someone to hire on a whim. It’s important to find someone with the right communication style and experience. Also make certain your financial advisor will put your needs ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving plan for retirement, manage your debt, diversify your ...