Want to (legally) put off some RMDs? The QLAC can help — and we asked 4 money pros who should, and should not, use it
Typically, you hit 73 and are forced to take required minimum distributions from your traditional retirement accounts —…
‘I suddenly feel like a small fish.’ I had $80K before the ‘tariff drama’ but now my financial adviser doesn’t seem interested in me. What do I do?
Question: “I’m interested in finding a new financial planner. My current one has merged with another company and…
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
I want to keep my job and claim Social Security as soon as possible. How much will I get? – MarketWatch
I want to keep my job and claim Social Security as soon as possible. How much will I…
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
‘She is trusting and not a financial person.’ My 80-year-old, widowed mom’s financial adviser seems to be charging 3%. We asked for a refund. He ‘went radio silent.’ Now what?
Question: “Our 80-year-old mother was widowed in 2011 and when her adviser moved to a large investment banking…
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…
Indigenous People to Be Paid to Protect Amazon Rainforest in New REDD+ Projects
WSJ ProNov. 3, 2025 5:30 am ET A U.S. carbon-credit marketing company, a French bank and corporate buyers…
‘Have we not learned lessons?’ I’m worried my money is just funding my adviser’s life. How can I be truly sure he’s not a crook?
Question: “Why do people need financial advisers? It seems that a financial adviser is a fancy way to…
Japan Economy Shows Some Strength as Markets Weigh BOJ Hike
TOKYO—The Japanese economy is showing some signs of improvement, a slew of data indicated Friday, amid heightened speculation…
‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?
Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to…
My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?
Published: Oct. 27, 2025 at 8:08 a.m. ET Dear Quentin, I am retiring next year, but I hope to…