Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

The frequency of meetings with your financial advisor should hinge on your needs and the nature of your relationship. For some people, an annual check-in is enough. If you feel that you’d like your ...

It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...

The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...

Advisor fees vary widely. Know about advisor costs with our financial advisor fee calculator, which also estimates investment growth. Many, or all, of the products featured on this page are from our ...

Acquisitions have become increasingly common in the wealth management industry, and the pace shows no signs of slowing as Registered Investment Advisors continue to merge or be acquired. While there ...

When your financial advisor changes companies, it can be a moment of uncertainty, leaving you with questions about the future of your investments and financial plans. This situation is not uncommon, ...