So, you’ve decided to hire a financial advisor. This could end up turning into a long-term relationship — maybe even one you ...

Working with a financial advisor involves a lot of trust. You’re sharing information about one of the most personal aspects ...

A fiduciary is someone who acts in your best interests and must disclose conflicts of interest. When you seek financial ...

I’ve interviewed dozens of financial advisors in that time, but I’d never actually talked to one about my own finances.

Wealth managers are financial advisors who specialize in working with high-net-worth clients. Depending on the wealth manager, asset minimums to qualify for service can be as low as $250,000, ...

41 percent of those who already work with a financial adviser aren't sure if their adviser is a fiduciary or not. An overwhelming majority of survey respondents support the intent of the DOL ...

Even within the financial profession itself, there is consternation over what a financial advisor actually does and what others expect them to do. First and foremost, financial advisors work with ...

You could work your whole life selling cars and no one would stop you from hanging out a shingle as a financial advisor tomorrow; you’d be competing head-to-head with advisors with years of ...

By Seth Streeter, CFP®, CEA, CDFASelecting a financial advisor is a major decision that will impact your family’s wealth and peace of mind. If you.

One of the benefits of working with an RIA is that boutique Registered Investment Advisors still have financial advisor compliance capabilities, but often with a much faster return time.