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

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

Learn how independent financial advisors operate.

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

Financial advisors help clients with their finances and come in many forms. Financial advisors help clients manage cash flow, pay off debt, select investments and more. CFPs and wealth managers are ...

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 ...

Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance ...

A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge asset-based fees. Because if the advisor's pay is tethered to how well the ...

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.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

People with a financial advisor have approximately double the retirement savings compared to those without one. Retirees who claim Social Security at suboptimal times lose hundreds of thousands of ...

If you’re reading this, you probably have a good problem. Your daily finances are stable, and those savings accounts are going up. But you know that those savings will be eaten away by inflation if ...