Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

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

In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with ...

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 ...

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 ...

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Christopher Reedy serves as CEO of PIM The transaction with PIM marks Pure’s fifth strategic acquisition in the past three years PIM has roughly $567 million in regulatory assets under management, as ...

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to look for costs. Ask about transaction fees, account fees and what the all-in ...

Here’s how to chart a realistic course to financial freedom.