Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

For much of the industry’s history, the advisor’s role was clear. Build portfolios. Manage risk. Optimize returns. Planning and coordination existed, but largely in service of the investment strategy.

From no-cost investing to full-service advice, these are the best financial advisors of 2026 and what makes each one worth considering.

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.