Getting a financial advisor is a bit like going to a new doctor. There are things they want to know so they can give you the best treatment. Your physician has one clear purpose: fixing what ails you ...

Thinking of getting a financial advisor? Here are some red flags to avoid, so you can make sure your money is in the right hands. A financial advisor can be an important part of your financial support ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

A robo-advisor is an automated digital program that creates and manages your portfolio based on your investment preferences and risk tolerance, according to Investor.gov. Such programs can come at a ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

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 ...

An advisor fee of 0.75% of assets under management (AUM) is not outside the range of normal. That doesn't necessarily mean you are getting your money's worth, however. To further evaluate your advisor ...

When I first started as a financial advisor, I thought I’d be doing one thing: helping people manage their money. I pictured myself sitting with clients, discussing savings, investments, and ...

The frequency of meetings with your financial advisor should hinge on your needs and the nature of your relationship. For some people, an annual check-in is enough. If you feel that you’d like your ...