What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

California authorities say an apparently bogus website impersonates a longtime financial advisor. It isn’t the only one.

You'll frequently hear that you should "do your due diligence" before investing in any stocks. It's another way of saying to do your research. That's true! You should do your research! But before you ...

Which Is Best?

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Financial advisors often need to stand out, a task that isn't easy to do when you can be one of dozens or even hundreds in an area. Tech-savvy advisors may turn to search engine optimization ...