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

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to look for costs. Ask about transaction fees, account fees and what the all-in ...

On this episode of The Long View, founder and lead financial planner of Vantage Pointe Planning, Feraud Calixte, sits down to talk financial planning, education, and how to separate your net worth ...

Question: I am interested in retaining the services of a financial advisor to take a holistic view of my finances. I am not interested in anyone managing my investments. What type of advisor should I ...

Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...

Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

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

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Dock David Treece is a former licensed investment advisor and member of the FINRA Small Firm Advisory Board. His focus is on breaking down complex financial topics so readers can make informed ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...