My path to hiring a financial advisor was an interesting one. As someone who writes about personal finance and investing, I ...

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Key Points A Reddit user with $3.3 million is wondering if she should talk to a financial advisor. She’s considering retiring at 34 and wants to make sure that she’s in a good financial position to do ...

All told, this means that there will likely be fewer professionals available to help you – and those that are might not have ...

When I first started interviewing financial advisors to work with, there were different questions I asked each candidate. One ...

Your first in-person meeting may be little more ... They're often available at a very modest cost. Human financial advisors sometimes work in conjunction with robo-advisors. A financial advisor ...

A new survey found people with more than $1.2 million in household assets report higher levels of happiness when working with a financial advisor compared to those who don’t have an advisor.

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating ...

Yet, across the 1,000 people surveyed ... a 60/40 portfolio has been shown to increase annual returns. Financial advisors working with HNW clients would benefit from encouraging more proactive ...

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the ...