A financial advisor helps you manage your finances and make informed decisions based on your goals. Learn when you may need ...

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

The company hopes that low fees and the allure of actively managed portfolios that include individual stocks will help it ...

A 34-year-old Reddit user with $3.3 million is considering retiring soon. She said her husband plans to keep working to ...

When working with a financial advisor, the hope is that the advisor is someone you can trust and that the advice is honest ...

“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

A financial advisor offers professional guidance, personalised planning, risk management, tax efficiency, and emotional ...

In the real world, however, not all financial advisers deliver. It’s hard work managing other people’s money when markets are ...

Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you ...

Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...

Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.