This story is the fifth in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Here are the previous stories in the series: When should a ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

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 ...

Once you have your financial details in front of you, review the information carefully to see where your money is going, what ...

Harris Poll's 2024 "Americans and Billionaires Survey" found that 6 in 10 Americans hope to achieve great wealth in their lifetime. Many see entrepreneurship (42%) and stock investing (39% ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...

Understand how advisors earn money—from fees and commissions to salaries—so you can factor the costs into your budget. Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff ...

It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...

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 ...

Why does a financial advisor get a fee of 1% or more? That seems really high. If my return is only 4% (for example, in ...