Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

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.

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.

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, ...

Imagine hiring a person who will have intimate details about your life, your health, your family and your financial situation. You’d want to ask that person a lot of questions, right? Your financial ...

Whether you’re just starting your career, nearing retirement or somewhere in between, a financial advisor can help you navigate important decisions about your money. Financial advisors come with an ...

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 ...

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 ...

Before turning over your hard-earned money to a financial advisor, it's wise to ask a range of probing questions. After all, the advisor-client relationship can be one of the most intimate ...