This article discusses ten essential questions to help you evaluate a potential advisor’s qualifications, integrity, and fit ...

I have come to recognize how important it is to find the right fit ... inherited large sum of money. A good adviser should be able to advise you on any big financial decision in addition to ...

Friends, family members, and colleagues also can be a good source of quality referrals ... circumstances and can help give you confidence in your financial life, find a UBS Financial Advisor or branch ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find an in-person or virtual financial advisor. Many, or all, of the products featured on ...

It’s no wonder many people consider hiring a financial advisor to help them navigate the process. Financial advisors offer ...

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

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

The world of financial advice can feel like alphabet soup: CFP, RIA, CPA, fiduciary, broker, fee-based, fee-only; it’s enough ...

It's an opportunity for the two of you to decide whether you’re a good ... check out financial advisors depending on what sort of credentials they have or claim to have. You can find out whether ...

To really get the most out of your retirement, it pays to do some planning first - but what should you look for in a ...

A check mark. It indicates that the relevant content has been reviewed and verified by an expert This story has been reviewed by a professional to ensure you get the most accurate and useful ...

There’s a lot to consider when finding a financial advisor, but here are a few resources and tips to help make your search easier. 1. Use an online matching tool to find the best advisor for you ...