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Top News In Sona Wealth Today - Breaking & Trending Today

I have $1.7 million, and in January alone paid my financial adviser $1,300. What gives? - Vimarsana News

I have $1.7 million, and in January alone paid my financial adviser $1,300. What gives?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

I'm 75 with $1.5 million invested. A big financial firm says they'll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives? - Vimarsana News

I'm 75 with $1.5 million invested. A big financial firm says they'll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

'Should I be wary?' We retired in 2022 and gave $500,000 to a broker getting 1.5%. The stock market has gone up, but we've now only got $490,000. - Vimarsana News

'Should I be wary?' We retired in 2022 and gave $500,000 to a broker getting 1.5%. The stock market has gone up, but we've now only got $490,000.

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

'My adviser has gone dark.' My account has $500,000 in it, and I can't get a hold of my adviser right now. What's my move? - Vimarsana News

'My adviser has gone dark.' My account has $500,000 in it, and I can't get a hold of my adviser right now. What's my move?

Have an issue with your financial adviser or want a new one? Email your question or issue to picks@marketwatch.com.

I retired with $1.8M in 2021, but no only have only $1.5M. Do I need a new financial adviser? - Vimarsana News

I retired with $1.8M in 2021, but no only have only $1.5M. Do I need a new financial adviser?

Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now...