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

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.

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 ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

January isn’t just for making New Year’s resolutions; it’s also the perfect time to assess your financial situation and set a sound financial foundation. As such, contacting your financial advisor ...

Why Hire a Financial Advisor? Financial advisors are professionals that guide their clients toward making intelligent financial decisions. They offer advice and services related to investments, ...

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. As we await what the final fiduciary rule will look like, Morningstar's director of personal finance, Christine Benz, thinks that investors can be ...

Planning for retirement can be overwhelming, because it involves figuring out a plan for your money that is supposed to have last you for a long period of time, and often involves sorting things out ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Maybe it’s time to audit how much you’re paying for financial advice. Dziubinski: All right, let’s start with those very broad categories of compensation types in which advisors fall. What are those ...