When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as ...

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

Key Points ・Financial advisor fees still vary widely: from under 0.30% at digital robo-advisors to 1% or more at traditional ...

Learn when and how to switch financial advisors.

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering ...

Here's how I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 6 of the easiest ...

Evaluate Fisher Investments' offerings, fee structure, and investment approach to determine if it's the right fit for your financial goals Staff Personal Finance Editor, Buy Side Valerie Morris is a ...

Wealth managers say more clients are transferring assets to their children during their lifetimes. Here are the best ways to do it.