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

Over the years, I’ve collected many cautionary tales from clients about their experiences with other advisors — true horror stories from real people. One client, a nurse, brought in a six-inch-high ...

Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...

Advisers aren’t a homogeneous group. There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement.

In our prior article, 1 we introduced a 20-point checklist for practitioners to consult when planning for clients who are near death and require last-minute (or eleventh hour) tune-ups to their estate ...

MarketWatch Picks highlights items we think you’ll find useful; the MarketWatch News staff is not involved in creating this ...