Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

Ratings and reviews of financial advisors are here, as is the technology to support both the reviews themselves and the expected compliance requirements. Whether to allow such reviews is sure to be ...

When people go to the web to research anyone from a plumber to a lawyer they might hire, they can find a bevy of online reviews to guide their decisions. Processing Content That's not quite the case ...

Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

Facet offers several membership tiers and unlimited messaging with a CFP. It charges a flat fee, which might make it relatively pricey for lower balances Written By Written by Staff Money Writer, WSJ ...

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Question: “My husband and I talked to a financial planner over the phone and I’m not sold on him but my husband is. I think he’s too trusting without investigating him. I looked up his company online ...

Question: “I purchased three annuities from a financial planner and found out, after the fact, that what he presented to me and I agreed to were and purchased not the same. He completed the ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...