Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Experts suggest getting recommendations from family and friends and then doing research on the candidates before meeting them ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial ...

When you hire a financial advisor, you need to essentially conduct a job interview to make sure that a would-be advisor’s approach and incentives align with your own. Here are five key questions to ...

Next-generation female founders are using newer fee structures to serve a wider range of people and launching initiatives to ...

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...

I inherited an IRA from an aunt in 2009 and have been receiving the RMD each year since 2010. If the 10-year rule went into ...

When Aubrey Williams, a financial advisor at Open Path Financial in Goleta, California, watched his kids fill out an ADHD ...

In the end, the real value of a financial advisor isn’t in flashy predictions or complicated products. It’s in having a guide ...

Explore six common financial advisor certifications, what each means, and when to choose them. Discover helpful tips to match the right advisor for your needs.

If your financial advisor gives outdated advice, offers poor communication, ignores taxes or doesn't tailor plans, it may be time to switch.