Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your investments responsibly. Others might dazzle you with charm, but your portfolio ...

You don't need to be rich to get massive value from working with a financial advisor. New study reveals a nearly 5% value from getting average financial advice ...

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 ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. Processing Content An ...

Harris Poll's Americans and Billionaires Survey, released last November, reflected a shift in financial priorities. The ...

How can advisors stand out in a rapidly changing industry? They need to deliver results beyond returns—they must build personalized strategies that align with investor goals while providing financial ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

Financial advisors seeking community, best practices or a forum to test strategic ideas and further their professional development have been relying on peer study groups for decades. Processing ...

A new analysis from the Center for Retirement Research at Boston College sheds light on how financial advisors shape the equity allocations of clients approaching or in retirement – and whether those ...