Learn when and how to switch financial advisors.

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Yes, you can usually find a financial advisor who specializes in your needs. Use a network questionnaire to get ...

I have been in the financial advising business for 23 years. Along the way, I've worked with and in competition against various advisors of all forms from banks, brokerages, wholesalers, wirehouses ...

This is the eighth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

The right advisor helps guide you through challenges, and every advisory firm promises that kind of support. But what sets an ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you articulate where you would like to go on your financial journey and provides ...

Managing your money can be exciting and empowering, helping you to meet your short and long-term financial goals while building a legacy over time. But even the most financially savvy individuals need ...