A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

Ask your financial advisor if they act as a fiduciary at all times. Ask about your advisor's fee structure to make sure you're paying a fair price. Ask your financial advisor questions about their ...

Five Next-Level Questions to Ask a Prospective Financial Planner These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you.

When it comes to finding the right financial planner, knowing the right questions to ask can save a lot of time and money. It's also a decision that can affect your life for years to come. We asked ...

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial ...

Because the finance world can be both complex and overwhelming, you need to know the right questions to ask to vet a financial adviser and determine if you two are a good match. “Depending on the type ...

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 ...

Talking with a financial advisor may be the best decision around Social Security. Financial advisors are well-versed in Social Security benefits to help you figure out your next steps. Are you ahead, ...