Thinking of changing your financial advisor? What to know

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...
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Smart Guide to Interviewing Financial Advisors

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

Best Financial Advisors This Month, April 2026: Vetted Advisors for Every Stage of Life

Find the right fit for your money goals without the research rabbit hole. Here are this month's best financial advisors, ...

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Financial advisors reveal some key questions on fees, investing philosophy, taxes and retirement planning that they want new ...

This Financial Advisor Picks Stocks and Bonds the Old-Fashioned Way. Where He’s Investing Now.

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and ...

5 of the top financial advisor companies for retirees: Well-known fiduciary firms to consider

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

The Vanguard ETF Portfolio That Could Replace a Financial Advisor

The Vanguard Total Bond Market ETF ( BND +0.22%) provides exposure to U.S. Treasuries, investment-grade corporate bonds, and ...
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How One Financial Advisor Helps Women Find Their Way After the Loss of a Spouse

Katie Thompson, a 44-year-old financial advisor with Merrill Wealth Management in Albuquerque, N.M., spent much of her childhood and young adulthood dancing. She started ballet as a young girl and ...