Financial Adviser Center - MarketWatch

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Financial Adviser Center

Welcome to our FA Center

A one-stop shop for financial advisers, MarketWatch's FA Center provides you with the latest news in the industry, as well as ideas on investing, wealth management and retirement planning.

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Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can

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Opinion: There is more to picking a place to retire than low taxes — avoid these 5 expensive mistakes

It starts with the hidden cost of moving. And then moving more than once.

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Opinion: 4 reasons why being a responsible ESG investor can help your 401(k) do better

Change the world with your money — one investment at a time.

More FA News

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Citigroup Profit Falls 73%

The New York bank’s second-quarter profit fell 73%, weighed down by the $7.9 billion the bank set aside for potentially rising loan losses.

by David Benoit
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Automatic 401(k) Transfers Gain Traction

In an effort to reduce the premature flow of money out of 401(k)-style plans, a large 401(k) record-keeping service is starting to adopt a service that automatically transfers balances of $5,000 or less to a new employer’s...

by Anne Tergesen
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The No. 1 market-timer of the 1980s and 1990s has this message for today’s buy-and-hold investors

Investing at the end of the month and the middle of the month has advantages, writes Mark Hulbert.

by Mark Hulbert
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The financial planning business is mostly white, but these investment advisers are trying to change that

Workplace diversity starts with a firm’s leadership diversifying its own views and contacts.

by Morey Stettner
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Tesla’s stock is forming a bubble and new buyers should buckle up for a crash

Tesla bulls are running but what goes up must come down, writes Mark Hulbert.

by Mark Hulbert
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Are Banks Afraid? Watch How Much They Set Aside for Loan Losses

While a global slowdown makes loans scarier, the biggest U.S. banks are expected to report declining second-quarter profits and a marked increase in reserves for potential loan defaults.

by David Benoit
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Three Questions With UBS’s Jane Schwartzberg About Women and Money

Jane Schwartzberg, managing director at UBS wealth management, wants women to understand and take ownership of their finances.

by Veronica Dagher

WSJ Wealth Adviser Briefing: Shale Gas, Investment Firms, Travel Threats

The international trade in liquefied natural gas has collapsed and squeezed an important outlet for U.S. shale gas; investment firms and real-estate developers took stimulus loans, and the resurgence of coronavirus has thr...

by WSJ Staff
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States Take Aim at People With No Retirement Plan

With so many workers having no money in retirement accounts, states are passing legislation to help people to start saving.

by Bailey McCann
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What is Momentum Investing?

In its simplest form, momentum investing means buying stocks that have performed well recently and selling those that have performed poorly. But there's more to this challenging investing strategy. Here's what you need to ...

by rbisdale
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I Wrote, ‘Why Many People Misunderstand Dividends.’ Readers Had a Lot to Say

Who knew that dividends could be so contentious? Here’s my response to 12 reader questions.

by Alex Edmans
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Have a Student Loan From a Private Lender? Here’s How to Get Some Relief

Many private lenders are letting student-loan borrowers skip payments because of the pandemic. But the relief varies by lender and may not be as generous as what federal borrowers are getting.

by Cheryl Winokur Munk
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Here are your odds the stock market will be higher on Dec. 31

There’s a 2-out-of-3 chance U.S. stocks will climb over the next 6 months — which is right about average, notes Mark Hulbert.

by Mark Hulbert
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New Ways to Use ‘529’ Plans This School Year

The Secure Act extends the use of a 529 college-savings plan to cover apprenticeships. It also provides more options for using leftover funds.

by Leonard Sloane
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When Siblings Can’t Agree on How to Care for an Elderly Parent

Ask Encore: We also answer questions about rules for inherited IRAs and survivors’ benefits from Social Security.

by Glenn Ruffenach