Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them ...

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 ...

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Finding a trustworthy financial advisor can feel overwhelming, but it doesnt have to be. Today, were joined by Pam Krueger, an investor advocate and the founder of Wealthramp, a referral service that ...

Vetting advisors takes time, but it’s worth it if you avoid paying for services you don’t need or wasting time with an advisor who isn’t a good fit. Many, or all, of the products featured on this page ...

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 ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

How to Strategize for the Future ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

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 ...

We spoke with a financial advisor about the best $1,000 they spent to make more money. Here's a look at how this investment ...