Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

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 ...

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 ...

Quality financial advice is more accessible than ever — and much of it is free or inexpensive. Here's how to get the financial advice you need. Many, or all, of the products featured on this page are ...

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition seamless Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

Not everyone feels ready to bring in a financial adviser. In fact, a lot of people assume they don't need one until they're "rich." But that idea misses the point entirely. You don't hire a financial ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

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 ...

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. And it comes as many ...