The first meeting with a financial advisor should be a conversation, not a sales pitch.

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future ...

Another clarifying question is whether the advisor has a fiduciary relationship with their clients. A fiduciary must act in ...

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

Check the Securities and Exchange Commission's Investment Advisor Public Disclosure and the Financial Industry Regulatory ...

When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting.

Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you ...

In this piece, we will look at 15 Key Questions To Ask Your Financial Advisor. If you wish to skip our in-depth analysis of the financial advisory services sector, you can go directly to 5 Key ...

Sometimes the most revealing insights into a client's situation come not from portfolio analysis or performance metrics but from a well-placed, probing question. Processing Content Yet in early ...

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

Whether you’re just starting your career, nearing retirement or somewhere in between, a financial advisor can help you navigate important decisions about your money. Financial advisors come with an ...

Planning for retirement can be overwhelming, because it involves figuring out a plan for your money that is supposed to have last you for a long period of time, and often involves sorting things out ...