Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Before trusting a financial advisor with your money, you should interview a few candidates. There are many different types of advisors, and they aren’t all held to the same standards. The ideal ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Make sure you understand what fees you’ll be charged. Are you ahead, or behind on retirement?

Money expert Clark Howard puts a lot of emphasis on you taking control of your financial future by investing. When you’re younger, starting out by contributing to your company’s 401(k) or to a Roth ...

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of ...

This article discusses the 5 Key Questions To Ask Your Financial Advisor. If you want to get detailed analysis on the financial advisory service market, you can head on to 15 Key Questions To Ask Your ...