Choosing a financial advisor is an important decision. Make sure you ask these 12 essential questions to ensure you find the right advisor for your needs.
Investment guru Bill Bernstein once quipped that by the time you know enough to select a high-quality financial advisor, you could probably manage your assets on your own. Sadly, that's not all that far from the truth. The financial-advice industry features a bewildering array of titles, designations, and compensation schemes. Some advisors are fiduciaries, some aren't. And even though advisors must obtain licenses if they’re selling securities, and pass tests and log work experience if they w...
Identify high-impact money moves to make before year-end by asking your financial advisor about your income, capital gains, retirement contributions, and more.
There's no shortage of people giving out financial advice, but these are the three most important questions to help you find the right one.
Asking the right questions can help you choose the right financial advisor. Here’s a list to get you started.
As you search for a financial advisor to work with, be sure to ask these specific questions to gain insight into whether they'd be a good fit for you.
When you’re hiring a financial advisor, you need to essentially conduct a job interview, to make sure that a would-be advisor’s approach and incentives align with your own. Here are five key questi...
Getting financial help starts with knowing how to choose a financial professional. Find tips on what to look for and what questions to ask.
Learn how a financial advisor can help you achieve your goals. Discover the services they offer, from investment management to estate planning,
Ask these questions at your first meeting with a CFP® professional, or send them in advance so the advisor is ready to address them when you meet.