How To Find a Financial Advisor Near You

When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as ...

Thinking of Changing Your Financial Advisor? What to Know

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...

‘Should I just continue to go along with it?’ I have $700K with my adviser and he charges 1.2%, but he doesn’t deal with my taxes. Am I getting ripped off?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

2025 Top 100 Financial Advisors

Barron's 2025 annual ranking of the top 100 financial planning advisors. The ranking reflects the volume of assets overseen, revenues generated for the firms and the quality of the wealth advisors' ...

I’m a Financial Advisor: These Are the Worst Money Mistakes I See Millennials Make

GOBankingRates spoke with two financial advisors to discuss the most common money mistakes they say millennials are prone to, ...
Wall Street Journal

Is It Worth Paying a Financial Advisor 1%?

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Molly Grace is a staff money writer at Buy Side covering banking, home equity ...

How Financial Advisors Play a Role in Estate Planning

Discover how financial advisors protect wealth and guide families in building a lasting legacy.
MarketWatch

‘I finally had it.’ I’m 80 and my financial adviser had me in REITs. I took a $97K haircut on one of them. After that I switched advisers, but I’m stuck with the REITs ...

Question: “I am 80 years old and feel my financial adviser was not acting in my best interest. He bought a series of REITs for my IRA account. He sold some back within 24 months but kept 2 others, ...