Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future ...

To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial planning or wealth management. Here is a ...