Whether you’re just starting your career, nearing retirement or somewhere in between, a financial advisor can help you navigate important decisions about your money. Financial advisors come with an ...

A savvy financial advisor will ask a series of questions in order to acquire the right information to concurrently protect their firm, as well as their clients. Client Protection Questions Pensive ...

When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting.

Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you ...

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 ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

January isn’t just for making New Year’s resolutions; it’s also the perfect time to assess your financial situation and set a sound financial foundation. As such, contacting your financial advisor ...

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...

Advisors dominate 70 percent of conversation time in first prospect meetings and ask factual or closed-ended questions more than 90 percent of the time, according to new research from Horsesmouth's ...

Financial advice involves a lot more than managing investments, and advisors have to be far more than personal bean counters. When meeting with new clients or those interested in your services, it's ...

Maybe it’s time to audit how much you’re paying for financial advice. Dziubinski: All right, let’s start with those very broad categories of compensation types in which advisors fall. What are those ...

KYC, an acronym for Know Your Customer or Client, is a protocol that is promoted to the public as a best practices guide in the banking and brokerage industries to determine product suitability for ...