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 ...

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 ...

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

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 ...

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 ...

In this piece, we will look at 15 Key Questions To Ask Your Financial Advisor. If you wish to skip our in-depth analysis of the financial advisory services sector, you can go directly to 5 Key ...

1. Are you a Certified Financial Planner TM? There are countless personal finance certifications, but I would never work with anyone who isn’t a Certified Financial Planner. The CFP requires ...

KYC, an acronym for Know Your Customer or Client, is a protocol that is promoted to the public as a best practices guide in the banking and brokerage industries to determine product suitability for ...

When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting.

According to a 2021 study by the National Association of Plan Advisors (NAPA), only 30 percent of consumers have a paid financial advisor. Of those that do, however, 95 percent say they believe it is ...