Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

If you're hiring a financial advisor or thinking about switching the one you have this is the episode you need to watch. Jean ...

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 ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

A holistic financial plan goes beyond—here’s how to approach it.

Discover expert strategies to manage volatility and recession fears in any economic climate. Learn actionable tips from ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...