Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your investments responsibly. Others might dazzle you with charm, but your portfolio ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. A ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

"When investors think about an estate plan, they may only think about a set of legal documents," says Marguerite Weese, chief ...