Financial Adviser Center - MarketWatch

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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.

How do you know if financial advice is worth paying for?

How do you know if financial advice is worth paying for?

Will financial advice help me save more for retirement?

New research shows a dramatic impact on savings rates after speaking to a financial adviser.

Opinion: 3 tax-smart charitable giving strategies you can use any time of year

Think beyond cash donations

Retiring in a bear market can be catastrophic — working one more year can make a huge difference

Women need to save more, earlier and invest more aggressively for retirement – here’s why

Why it’s so hard for Black Americans to save for retirement — and how the pandemic escalated the racial wealth gap

Risk-tolerance surveys often miss what financial advisers really need to know about you

Picks Don’t make these 5 mistakes with your Social Security

Three questions to ask yourself to help you transition smoothly to retirement

Picks This is the No. 1 source of income for millions of older Americans — and that may pose a problem

Opinion: What’s the best way to take RMDs from your retirement accounts? Experts rate the top 3 strategies.

Banks were worth owning before the SVB collapse and are even better investments now, say these strategists.

This stock ETF keeps beating the S&P 500 by selecting for quality

‘It feels like a lose-lose’: I have a $10 million net worth. My father-in-law has dementia. Am I responsible for my in-laws if they run out of money?

3 cybersecurity threats that investors should know about

‘They do not trust her, nor do I’: My elderly parents fear my sister will empty their bank accounts and steal their possessions. What can we do?

Tesla stock having its best start to a year yet, adding $200 billion in valuation

First Republic wealth adviser team moves over to Rockefeller Capital Management

Biden’s 1% buyback tax isn’t damaging stock prices as critics feared

Why I abandoned my 529 college savings plan and switched to Series I bonds instead

Sen. Sherrod Brown: American consumers losing power over their savings and paychecks is an emergency, too.

‘Small steps absolutely matter.’ Lack of emergency savings puts retirement at risk.

Without an emergency savings, people are more likely to take loans or withdrawals from their retirement accounts.

Mar. 29, 2023 at 6:08 a.m. ET by Jessica Hall

To Some Investors, Banks Look Like Bargains

Some are betting on a rebound in the banking sector, wagering that regional lenders are in much better condition than many initially feared.

FCNCB

0.50%

Mar. 28, 2023 at 4:25 p.m. ET by Sam Goldfarb

Recession isn’t a guaranteed stock-market crusher, owing to this one truth about volatility and GDP

GDP is an important metric, but not for timing the stock market’s swings, writes Mark Hulbert.

Mar. 28, 2023 at 2:04 p.m. ET by Mark Hulbert

Dow Industrials Rise as Bank Concerns Ebb

The Dow and S&P 500 climbed after First Citizens agreed to buy much of Silicon Valley Bank, with the health of the banking sector remaining high on investors’ agenda.

Mar. 27, 2023 at 4:59 p.m. ET by Anna Hirtenstein

First Republic’s stock rallies as First Citizens deal for Silicon Valley Bank lifts banks

The FDIC announced the purchase of Silicon Valley Bank by First Citizens Bancshares, and First Republic's stock rose on reports of more U.S. support for banks.

CMA

2.97%

Mar. 27, 2023 at 4:37 p.m. ET by Steve Gelsi

Why would a financial planner team up with a nutrition coach? To attract millennials, of course.

Early-career professionals get expert advice even if they haven’t amassed much wealth.

Mar. 27, 2023 at 12:30 p.m. ET by Morey Stettner

The Economy Gets Wrung Out

A steady drip of bad news, including missed earnings and layoffs, is under way.

Mar. 26, 2023 at 2:48 p.m. ET by Andy Kessler

What’s Going On With First Republic Bank?

The San Francisco lender is under scrutiny by uninsured depositors across the banking system.

FRC

2.75%

Mar. 25, 2023 at 1:30 p.m. ET by Colin Barr

Opinion ESG, ‘dirty money’ and tax benefits: Customized ‘direct-indexing’ portfolios aren’t just for the rich anymore.

How index-fund investors can tailor a values-based approach to portfolio allocation.

Mar. 25, 2023 at 11:05 a.m. ET by Jonathan Foster

First Republic stock is getting battered. Here’s how the bank’s tailspin started and why it hasn’t stopped.

Silicon Valley venture capitalists and the banking ecosystem around them believe they’re good at spotting risk -- but they missed this one.

0.52%

Mar. 25, 2023 at 9:28 a.m. ET by Steve Gelsi

Can Social Security keep pace with high inflation? Maybe not, but you can still fight back.

The 8.7% COLA for Social Security recipients in 2023 may not be not enough to offset rising prices.

Mar. 25, 2023 at 9:09 a.m. ET by Morey Stettner

First Republic Bank Founder Earned a Big Payday, as Did Family Members

The bank paid a consulting company owned by the founder’s brother-in-law and employed the founder’s son.

FRC

2.75%

Mar. 24, 2023 at 2:20 p.m. ET by Eliot Brown

Charles Schwab Says It Could Ride Out a Deposit Flight

The brokerage is sitting on sizable long-term debt that has lost value as the Fed has raised rates.

SCHW

-0.06%

Mar. 23, 2023 at 4:26 p.m. ET by Justin Baer

Ex-Morgan Stanley advisor and three others charged with fleecing NBA players out of $13 million

Darryl Cohen had already been barred from the securities industry after being accused of stealing from Jrue Holiday, Chandler Parsons and Courtney Lee.

Mar. 23, 2023 at 2:45 p.m. ET by Lukas I. Alpert