Financial Advisers
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
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.
February 25, 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
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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
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.
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
Why the Fiduciary Rule for Retirement Savers Is Here to Stay
Why the Fiduciary Rule for Retirement Savers Is Here to Stay
No matter what Trump does, big financial firms have already made the transition.
March 22, 2017
How to Pick a Financial Planner
How to Pick a Financial Planner
Candidates aren't hard to come by. Here's how to find the right one for you.
December 19, 2016
Forget the Fiduciary Rule
Forget the Fiduciary Rule
But there still will be ways investors can require their advisers to put their interests first.
November 18, 2016
7 Best Online Brokers for Investors
7 Best Online Brokers for Investors
Investors can pocket a few hundred bucks just by opening an account with an online broker these days.
October 6, 2016
5 Steps to Establishing Your Financial Plan With an Adviser
5 Steps to Establishing Your Financial Plan With an Adviser
Be sure to ask about fees, get a signed copy of a fiduciary oath and communicate your personal goals.
August 22, 2016
How to Find the Right Financial Adviser for You and Your Money
How to Find the Right Financial Adviser for You and Your Money
Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise.
June 28, 2016
Your Rights and Protections When Working With a Financial Adviser
Your Rights and Protections When Working With a Financial Adviser
You can file complaints against financial advisers with government agencies or industry watchdogs.
June 22, 2016
How to Pick a Financial Adviser
How to Pick a Financial Adviser
We tell you all you need to know to find the perfect match.
June 21, 2016
What the Government's New Financial-Adviser Rule Means to You
What the Government's New Financial-Adviser Rule Means to You
The Department of Labor aims to keep bad investments out of your retirement accounts.
April 7, 2016
3 Reasons You Might Get Audited by the IRS
3 Reasons You Might Get Audited by the IRS
Odds of a tax audit are actually quite low, but some things can raise them.
December 15, 2015