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

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

A financial advisor isn’t someone to hire on a whim. It’s important to find someone with the right communication style and experience. Also make certain your financial advisor will put your needs ...

When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals — it’s about making sure their ...

If you're hiring a financial advisor or thinking about switching the one you have this is the episode you need to watch. Jean Chatzky and Pam Krueger break down the exact scripts, questions, and red ...

Your financial advisor should genuinely be interested in you as a person, keeping the conversation focused on your goals and emotions rather than on what they did over the weekend. These are all red ...

Learn how independent financial advisors operate.

Suze Orman is a self-made personal finance expert, bestselling author and podcast host who became a stockbroker after she was taken advantage of by one. Orman gives advice on a lot of different ...

The story has become a common one: A financial advisor seeking to add high-net-worth clients to her roster enters into a partnership with a trust company. The advisor works hard developing ...

A Reddit poster wants to understand the value financial advisors bring. They also question why financial advisors don’t just invest their own money and get rick if they’re so good at it. Working with ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...