Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

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 ...

MarketWatch Picks highlights items we think you’ll find useful; the MarketWatch News staff is not involved in creating this ...

A financial advisor isn’t someone to hire on a whim. It’s important to find someone with the right communication style and experience. Also make certain your financial advisor will put your needs ...

Suze Orman is a self-made personal finance expert, bestselling author and podcast host who became a stockbroker after she was taken advantage of by one. Orman gives advice on a lot of different ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

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 ...

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 ...