Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on both what you’re trying to achieve and what your financial advisor is ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Michael Featherman, CFA, is head of advisor sales and wealth consulting at Envestnet|PMC, Envestnet’s portfolio consulting group (“the advisor to the advisor”). In this role, Featherman is responsible ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Learn about Schwab’s robo advisor offering—including its automated portfolios and zero advisory fees—to determine if it fits into your financial strategy Written By Written by Staff Money Writer, WSJ ...

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.