How to find a financial advisor near you

Learn effective strategies to locate and select a financial advisor in your area ...

You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not

This is what you can expect in exchange for a 1% fee ...
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 ...

Investor’s Edge: Due diligence is very important when selecting a financial advisor

In fact, Vanguard Group, the home of passive indexing, estimates that working with an advisor can add up to 3% annually in ...

My financial adviser accidentally overcharged me by $11.5K over 8 years. I want what he owes me – plus interest on what that money could have earned. Fair?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

How Financial Advisors Can Grow By Serving Their Ideal Clients

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of ...
InvestmentNews

OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion

Wealth technology provider OneVest and Merit Financial Advisors have announced a strategic partnership aimed at supporting ...

Tax Implications of Putting an Investment Account in a Trust: Rules and Requirements

Placing an investment account in a trust can help manage assets and streamline inheritance, but it also introduces specific ...
InvestmentNews

RIA startup Range plans to eliminate its advisor workforce as AI takes over

Range, an RIA managing about $700 million, currently employs roughly 25 financial advisors, but CEO Fahad Hassan says, "over ...