Insights and Education

Explore the benefits of working with independent registered investment advisors through videos, white papers, content from leading financial publications and step-by-step guides.

Is Your Financial Advisor up to Today's Challenges?

See why there's never been a better time to find a financial advisor who is a true fiduciary.

Choosing an Advisor

Customized Financial Planning

Wall Street Journal Custom Content

A Custom Wealth Plan Can Support Your Life Goals

Wall Street Journal Custom Content

How a Customized Plan Can Help You Preserve Wealth

Wall Street Journal Custom Content

How to Factor Your Family Into Retirement Plans

Wall Street Journal Custom Content

How Living Longer May Affect Your Retirement Plan

Wall Street Journal Custom Content

The True Cost of 'Gray Divorce'

Wall Street Journal Custom Content

Spotting Your Blind Spots

Find a local independent financial advisor.

Once you have finished identifying your investment goals and preferences, and are ready to interview advisors, search for independent advisors in your area by using our directory and entering a five-digit ZIP code.