These financial adviser fees pinch your portfolio — and 2 questions can stop them

From revenue-sharing ‘kickbacks’ to interest on idle cash, hidden costs may be eroding your returns.
MarketWatch

If my financial adviser isn’t beating the market — but still charging me 1% — how long should I wait before ditching them?

We recently got a question from a reader that we see often — about whether a financial adviser can add enough value if the adviser doesn’t consistently beat the market. The answer is yes — if you find ...
MarketWatch

If your financial adviser contacts you fewer than this many times a year, ‘you can be sure they aren’t paying attention to you’

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. And it comes as many ...
planadviser.com

What Plan Sponsors Should Expect From a Retirement Plan Adviser

As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand more than just retirement. Many plan sponsors are evaluating ...
Fast Company

How to find a financial adviser you can trust

I’ll let you in on a little secret: Even money experts can feel intimidated when walking into a financial adviser’s office for the first time. There are a few reasons for this nearly universal ...
Hosted on MSN

Fiduciary vs. financial adviser: What’s the difference?

MarketWatch Picks highlights items we think you’ll find useful; the MarketWatch News staff is not involved in creating this content. We might earn a commission from links in this content. Learn more ...
Morningstar

Here's how to check up on a financial adviser before you invest your money

Some red flags are worse than others. This free online tool gives you information you need. It's easy to do your due diligence before hiring a financial adviser: You can use BrokerCheck to see if the ...
Morningstar

If you move to a new state or city, do you take your financial adviser with you?

And what's your best option if your adviser is making a long-distance move? More Americans are moving from state to state. Based on 2022 U.S. Census Bureau data, there's been an uptick in ...
planadviser.com

PLANADVISER Adviser Value Survey

The 2024 PLANADVISER Adviser Value Survey is a reminder that rigorous plan governance and fiduciary guidance is a benefit of working with retirement plan experts. The 2024 PLANADVISER Adviser Value ...
JD Supra

Investment Adviser Hedge Clauses: A Suitable Tool to Limit Liability or an SEC Enforcement Red Flag?

A “hedge clause,” when incorporated into an investment advisory agreement, is designed to limit an adviser’s liability to its advisory client. Even carefully worded hedge clauses, however, can attract ...
The Chronicle of Higher Education

How to Have ‘The Talk’ With Your Adviser

Editor’s Note: Previously in the Career Talk series, our experts on doctoral-career counseling have offered advice on drafting CVs and cover letters, looking for industry positions, the dos and don’ts ...