Raymond James Recruits Financial Advisor Teams With $1.5 Billion in Assets

The St. Petersburg, Fla., brokerage firm has added wealth management teams based in Denver and Rochester, N.Y.

You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not

This is what you can expect in exchange for a 1% fee ...
InvestmentNews

RIA startup Range plans to eliminate its advisor workforce as AI takes over

Range, an RIA managing about $700 million, currently employs roughly 25 financial advisors, but CEO Fahad Hassan says, "over the next one to three years, our plan is to eliminate our own advisor base, ...

How Financial Advisors Can Grow By Serving Their Ideal Clients

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

How to find a financial advisor near you

Learn effective strategies to locate and select a financial advisor in your area ...
InvestmentNews

OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion

Wealth technology provider OneVest and Merit Financial Advisors have announced a strategic partnership aimed at supporting ...

Wells Fargo recruits $1.7 billion UBS financial advisor team

The addition of Snow Pine Private Wealth from UBS expands Wells Fargo’s independent advisor channel.

My financial adviser accidentally overcharged me by $11.5K over 8 years. I want what he owes me – plus interest on what that money could have earned. Fair?

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

Why Emotional Intelligence Is Crucial for Financial Advisors, Especially During Times of Crisis

The limiting factor for financial planners is rarely technical ability. It is how they handle emotions—clients’ and their own—especially under pressure.