MarketWatch

‘I have my doubts.’ My wife loves our financial adviser. I don’t – and can’t remember the last time we spoke. Should we just get 2 separate advisers and call it a day?

Question: “My wife seems to have lots of faith in our financial adviser, but I have my doubts about his control and communication over our joint financial holdings. How can we get regular updates ...
MarketWatch

‘I am concerned that his primary goal is to churn.’ After 43 years, my retirement fund was moved to a new adviser, and the return was just 2.8% over 7 months – before fees.

Question: “My retirement fund of 43 years was moved to a financial adviser upon my retirement. After seven months, the return was 2.8%, before he took his final commission. He put me in bonds and ...