On September 6th, 2005, one of our clients was killed in Iraq during the war. He was carrying my business card with him on ...

Innovative vehicles such as interval funds, BDCs, alternative ETFs, and feeder funds are democratizing alternative investment ...

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

Mortgage Research Center. Rates averaged 5.41% for a 15-year financed mortgage and 6.06% for a 20-year financed mortgage. ...

The current average mortgage rate on a 30-year fixed mortgage is 6.32% with an APR of 6.34%, according to the Mortgage ...

Succession planning has been a key consideration for many firms, but advice practices that don’t have a plan in place could be putting themselves at risk for one of the worst-case scenarios if an ...

There may come a time where managing your own finances becomes too complicated. Experts have pretty clear recommendations for ...

Aussies have revealed they’re “fed-up” with what feels like a never-ending list of charges and fees hitting their bank accounts each week.

Many advisors work within larger firms or teams. If you notice constant staff changes, disappearing assistants, or a new contact every few months, it’s worth asking why. High turnover often signals ...

Don’t be afraid to ask the advisor for proof that they’re good at their job. This could be credentials, professional certifications, or, ideally, both. The most common and respected credential is the ...

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

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