Discover five of the top financial advisor companies for retirees.

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it ...

When it comes to making money decisions, it can feel overwhelming. Are stocks a good investment? Should you buy real estate?

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

The trick is to get affluent clients thinking beyond retirement income and wealth building, according to new research.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

There are more than 50,000 individual advisors and 20,000 firms focused on the high-net-worth and ultra-high-net-worth client segments in the U.S., research firm Cerulli Associates says. With the ...

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with ...

Priority Financial Group, with an RIA of $3.1 billion in assets, is moving its broker-dealer operations to United Planners' Financial Services of America, an advisor-owned firm.