What Is a Fiduciary Financial Advisor?

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

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

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

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 ...

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 ...

‘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 ...
Professional Planner

ASIC walks back the scale of adviser probe in Shield, First Guardian collapse

The corporate regulator has corrected earlier testimony from ASIC deputy chair Sarah Court that 140 advisers are implicated ...

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.

I’m a Financial Advisor: My Wealthiest Clients Do These 3 Things

There's a lot that everyday people, whether working toward their first million or trying to grow wealth, can learn from the ...

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 ...

How Will You Replace Your Paycheck in Retirement? A Financial Adviser's Tips on Income Planning

Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out ...

Ernie Williams, prominent financial adviser, dies at 84

Ernie Williams, a prominent financial adviser with Lee, Danner & Bass and the husband of long-time Leadership Nashville executive Jerry Williams, has died.