‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Here Are the Books Financial Advisors Say Will Change Your Life

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

Thinking of Changing Your Financial Advisor? What to Know

Learn when and how to switch financial advisors.

The SEC Has Largely Gone Dark Amid the Shutdown. What That Means for Financial Advisors.

Advisor exams and registrations are on pause as a bare-bones Securities and Exchange Commission focuses on market ...

Meet a financial adviser who doesn’t really care about money

Money, in Carl Richards’s world, is a way to talk about making sure that doesn’t happen. “I don’t really care about money,” ...

Is your financial advisor ripping you off? Here's what you need to know before you hire someone

You can connect with vetted financial advisors through FinancialAdvisor.net, a free online service that helps you find a ...

Ryan Parker: What Financial Advisors Can Learn From EP Wealth’s Rapid Growth

The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic ...