Discover what a wrap fee is, how it works, and its pros and cons. Learn whether this annual fee suits your investment needs and what services are included.

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

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 ...

Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No. 30 on the list of 40, with a high AI applicability ...

If you need help with financial planning, contacting a financial planner in Houston can help you get organized and on the right track. The Houston Chronicle asked its readers to name the best Houston ...

J.D. Power’s annual financial advisor survey adds to the drumbeat of analysts predicting a “talent crisis” coming for the wealth management sector. The consumer insights, data, and analytics firm’s ...

Most people go through life without consulting a financial adviser – quite possibly because you don't necessarily need one to help you manage your money on a day to day basis. But, if you believe you ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Achieving and maintaining confidence in your financial adviser’s professional skill set and knowledge is more than just a “nice-to-have” — it is critical to safeguarding your wealth. As an investor, ...