‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

Charles Schwab’s CEO Is Worried About Prediction Markets. What He Told Thousands of Financial Advisors.

C harles Schwab’s annual conference for registered investment advisors is one of the industry’s largest, and it gives Rick ...

AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...
Wall Street Journal

6 of the Best Financial Advisor Companies: Well-Known Fiduciary Investment Firms to Consider

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

Do You Need a Financial Adviser? Ask Yourself These Four Questions

Life milestones like marriage or retirement can create financial complexities that even do-it-yourself investors need ...

The $15 Trillion Opportunity: How Advisors Can Prepare For Gen-Z’s Great Wealth Transfer

The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...

I’m a Financial Advisor: The 5 Best Places To Invest Your Cash When Interest Rates Fall

The Federal Reserve's long-awaited interest rate cut finally arrived in September, when the central bank lowered its ...

The Overlooked Side Of Wealth Management: Why Advisors Must Plan For Liabilities

Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

Here Are the Books Financial Advisors Say Will Change Your Life

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

What 4 Financial Advisors Really Think About Dave Ramsey’s Advice

Financial advisors weigh in on Dave Ramsey's most debated money advice, sharing candid opinions on what works, what doesn't, and where his guidance falls short.