Financial Advisers
How Psychology Affects Your Search for a Financial Adviser
How Psychology Affects Your Search for a Financial Adviser
Your emotional relationship with your financial planner plays a big role in how successful your collaboration will be, so picking a person you click w…
May 14, 2022
Finding a Modern Financial Adviser: 3 Questions to Ask
Finding a Modern Financial Adviser: 3 Questions to Ask
Today’s challenging economic climate calls for a financial adviser equipped to adapt. Here’s how to see if yours is up to the task.
May 1, 2022
5 Quick and Dirty Questions to Pick a Financial Adviser
5 Quick and Dirty Questions to Pick a Financial Adviser
Yes, you can boil a complicated vetting process down to just five quick questions. Or you could dig deeper. The choice is yours.
April 3, 2022
Extending Financial Planning’s Reach
Extending Financial Planning’s Reach
The challenge is to attract more women and minorities as professionals—and clients.
February 24, 2022
14 Robo Advisers: Which Is the Best for You?
14 Robo Advisers: Which Is the Best for You?
Robo advice is ready when and where you want it.
February 17, 2022
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Find the Right Robo Adviser for You
Find the Right Robo Adviser for You
Investors can choose from an array of price points and investment offerings, and most services even offer a human touch.
December 24, 2021
What to Do When You’re the Executor
What to Do When You’re the Executor
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
October 29, 2021
Do You Need a Financial Planner? 5 Points for and Against Hiring One
Do You Need a Financial Planner? 5 Points for and Against Hiring One
Some folks just don’t need a financial professional, or may not be in a place to get the most value possible from the relationship. However, others ca…
July 27, 2021
Is Your Financial Planner Acting in Your Best Interest?
Is Your Financial Planner Acting in Your Best Interest?
Not all financial professionals are held to the same standards. Some must meet a higher bar than others. What type of adviser are you working with?
May 12, 2021
Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
It’s a sensitive topic, but sometimes it’s necessary for a financial professional to cut ties with a client. Here are six scenarios where it may be th…
April 22, 2021
Your Relationship with Your Financial Adviser? It’s Complicated
Your Relationship with Your Financial Adviser? It’s Complicated
Social scientists theorize that people have two main decision-making styles: mostly emotional or mostly rational. This can make a financial adviser’s …
March 4, 2021
Biden Puts New Cops on the Money Beat
Biden Puts New Cops on the Money Beat
President Biden has nominated well-known watchdogs to head agencies that regulate the financial sector.
February 17, 2021
The Best Robo Adviser for You
The Best Robo Adviser for You
We sort through the evolving world of automated investment services, including some that offer a human touch.
December 23, 2020
Your Financial Adviser Wants to Retire, Too
Your Financial Adviser Wants to Retire, Too
As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what yo…
December 10, 2020
Getting Good Service
Getting Good Service
We rated the customer service of large financial service firms for accessibility, reliability, responsiveness and knowledgeable answers.
October 21, 2020
10 Things You'll Spend More on in Retirement
10 Things You'll Spend More on in Retirement
From reading materials to debt, the demands on your savings during your golden years might surprise you.
September 16, 2020
Take Charge of Your Portfolios, Ladies
Take Charge of Your Portfolios, Ladies
When it comes to investing, too many women learn the hard way that disengaging is a mistake.
September 14, 2020
How to Find a Financial Planner You Trust
How to Find a Financial Planner You Trust
Use our road map to find an adviser who will truly look out for your best interests.
June 5, 2020
Which Robo Adviser Is Right for You?
Which Robo Adviser Is Right for You?
We sift through the pros and cons of the growing number of low-cost digital advisers.
January 28, 2020
5 Market Pros Speak on What to Do Now
5 Market Pros Speak on What to Do Now
Some of the smartest strategists on Wall Street have taken on a decidedly cautious tone.
October 2, 2019
Fight to Protect Investors, Retirement Savers Ongoing
Fight to Protect Investors, Retirement Savers Ongoing
Regulators mull more rules for brokers, financial advisers to safeguard your nest egg.
April 29, 2019
Find a Financial Planner Who’s a Cool Cucumber
Find a Financial Planner Who’s a Cool Cucumber
Don’t panic, and look for an adviser who will look out for your best interests.
January 31, 2019
Bank of America Investing Chief: Focus on High-Quality Stocks
Bank of America Investing Chief: Focus on High-Quality Stocks
This market analyst sees the bull market becoming a buffalo market: "Heavy, rather hairy, and unattractive at times."
March 5, 2018
Review Your Portfolio in 3 Easy Steps
Review Your Portfolio in 3 Easy Steps
The New Year is the perfect time to make sure your investments are on the right track.
December 6, 2017
Robo Advisers Get the Human Touch
Robo Advisers Get the Human Touch
More automated advisory services are giving clients the chance to consult with financial planners and investment counselors.
August 1, 2017
Best of the Online Brokers, 2016
Best of the Online Brokers, 2016
Fidelity edges out Merrill Edge and Schwab for first place in our rankings of top discount brokerages.
May 15, 2017