When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as ...

Depending on whether your advisor is registered at the state or SEC level, you might need to drop them if you're considering ...

Gateway Investment Advisers (Gateway), a pioneer in options-based investment strategies and affiliate of Natixis Investment Managers (Natixis IM), today announced it has agreed to acquire the business ...

"I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

Growing number of industry accolades reinforces Steward Partners' prominence among leading wealth management firms NEW YORK, July 16, 2025 ...

Manzil Investment Advisors LLC, an SEC-registered investment advisor and subsidiary of Manzil, a Canadian Islamic fintech startup, recently announced the launch of Manzil Invest USA, a new digital ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Dynasty Financial Partners, a champion of the independent advisory movement, today debuted their first-of-its-kind Investment Banking Primer for the wealth management industry. Developed and produced ...

JECohen has announced the addition of Christopher J. Matt, MBA, as its newest financial advisor. JECohen is a leading New ...

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From ...