Science remains the foundation of financial planning, but it's the art that adds color to each advisor’s service offering.

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to find one. Where should I start looking? What questions should I ask? What else should I know in order ...

Most people hire a financial adviser to make life simpler. They want clarity, not conflicts. The first question I ask every investor is simple: Does your firm offer revenue share? That question opens ...

Financial adviser has become a common job title, but the term covers a broad array of roles, duties, company configurations, and pay structures. In fact, there are so many nuances and caveats that I ...

By Suzean Haumann* If you manage your own investments, how confident are you that your plan is on track? It’s often thought that you’ll be ok if you have an RA, ...

Your financial adviser may be pushing for a higher stock allocation than feels right to you. Before you dismiss that advice – or switch advisers – new research suggests this tension may actually work ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.