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 ...

To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial planning or wealth management. Here is a ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Make sure you understand what fees you’ll be charged. Are you ahead, or behind on retirement?

Think back to the last time you bought a car. Did you buy the same car your sister owns because she likes hers? Did you shop for $16,000 Chevrolet Sparks, $100,000 Range Rovers, and everything in ...

Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Financial planning is a competitive field with a strong job outlook. Be prepared to make a ...

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 ...

To find the right financial planner, first consider the type of help you want. Then explore fees, qualifications, your working relationship, investment details and more. Many, or all, of the products ...