Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, knowledgeable advisor who puts your needs first.

If you have multiple accounts at different firms, your advisor should help you communicate with other advisors to position them for growth, conservativeness or distribution. Do Your Due Diligence ...

Financial advisor fee structures If you select a financial advisor who charges a fee, consider the structure they choose. Typically, you want to work with someone whose fee structure matches your ...

Have you ever wondered if your financial advisor is truly helping you or just collecting a fee? This question has haunted me for years, especially after I discovered my own father, who followed all ...

Depending on whether your advisor is registered at the state or SEC level, you might need to drop them if you're considering ...

The right financial advisor can help the leaders of a growing business make smarter decisions and stay resilient in the face ...

The right advisor needs to be more than just knowledgeable; they need to connect with you on a personal level. When you find that perfect match, the possibilities of your financial future are endless.

Understand how retirement advisors help clients with retirement income planning, tax strategies and investment guidance ...

Another expert-recommended step is to confront your advisor, but ensure you only do so in writing. You can say, “I noticed this investment opportunity has a 5% commission.

Pros of using a robo-advisor Robo-advisors are relatively cheap. Robo-advisors often charge a management fee of about 0.25 percent of your assets annually, or $25 for every $10,000 invested.

If your advisor isn’t discussing this with you and implementing it when appropriate, they are missing a major opportunity for you. 5 Tax Issues to Consider When Moving Out of the Country ...

Evaluating your financial advisor’s performance involves looking beyond mere portfolio growth and delving into a variety of factors that reveal the advisor’s true effectiveness. When ...