The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or on a Zoom call. Most people worry they’ll ask the “wrong” question or that ...

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 ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

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 ...

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Make sure you understand what fees you’ll be charged. Are you ahead, or behind on retirement?

Money expert Clark Howard puts a lot of emphasis on you taking control of your financial future by investing. When you’re younger, starting out by contributing to your company’s 401(k) or to a Roth ...

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 ...