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

Check the Securities and Exchange Commission's Investment Advisor Public Disclosure and the Financial Industry Regulatory ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as meeting with a local financial advisor, but it depends on your comfort ...

"When investors think about an estate plan, they may only think about a set of legal documents," says Marguerite Weese, chief ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

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 ...

An overview of the financial planning landscape What to look for in a financial planner. Understanding how planners get paid. Where to find fee-only fiduciary planners who work on your terms, whether ...

Wealth management can be a notoriously difficult field to succeed in, with Cerulli Associates placing the rookie washout rate at more than 70%. One potential lifeline for early-career advisors: ...

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Working with the right financial advisor could mean retiring years earlier or sending your kids to college debt-free.