Choosing a financial advisor is an important financial milestone, but first, you must know whether they adhere to a fiduciary ...

Finding a financial advisor involves more than just looking for someone with the right credentials. It requires identifying a professional who aligns with your financial goals, communication style and ...

Growing wealth for the long term and retiring comfortably is the premier financial goal for many Americans. To do that ...

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: ...

Question: “I am so disappointed in my financial planner. How do I find someone who takes chances and makes money? What questions should I be asking to find someone like this? Where should I be looking ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

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WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

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