Before starting the search process for a new adviser, document the things that your adviser does well and the areas where they could improve. “By having that list ready you will be able to assess ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make the decision.

When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it ...

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

A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge ...

Explore how financial advisors and financial planners differ.

If you don’t feel like you are in great financial shape, hiring a financial advisor may not seem like something you should do ...

Start with your employer. Some companies offer financial wellness programs that may include one-on-one counseling. Others ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

The number of new financial advisers barely offsets rookie washouts, underlining the need for the industry to attract and retain talent, according to The Cerulli Report—U.S. Advisor Metrics 2023, ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...