Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

A financial advisor can play a pivotal role in managing your investments, planning for retirement and helping you navigate complex financial decisions. Vetting potential advisors ensures you find ...

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 con ...

Corporate financiers need advisors who understand executive compensation and have expertise in tax strategies, particularly regarding stock options and equity-based incentives. The ideal advisor ...

Choosing a financial advisor is about much more than just numbers. When looking for an advisor who is the right fit for your needs and objectives, your primary focus shouldn’t be on their firm size, ...

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 ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and rebuild your financial health Written By Written by Staff Money Writer, Buy Side ...

Financial advisors help you manage your money and prepare for your financial future. They can earn advisory fees or commissions on the products they sell. Robo-advisors are a low-cost alternative if ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors ...

As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand over ...

How one former cook built a 15-year wealth management career by prioritizing people over pedigree or pretense. I grew up dreaming of being a chef, but life had other plans. After several years of ...