Not So Fast” (Exchange, Nov. 2), raises a frustrating reality of the investment industry: Good, honest advice has always been ...

The right advisor needs to be more than just knowledgeable; they need to connect with you on a personal level.

A good financial advisor anticipates this question and will answer it in an open and forthright manner. They will also show you where to find the information in Form ADV. Do not hesitate to ask ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

I have come to recognize how important it is to find the right fit, especially because choosing an adviser is a very personal decision and critical to your long-term financial success. This ...

You can find her jogging through Austin, TX, or playing tourist in her free time. A financial advisor offers insight and makes recommendations that can help you reach your money goals. Depending ...

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on ...

consulting with a financial advisor is probably a smart move. Once you decide to hire an advisor, you’ll want to find a trustworthy professional who meets your needs and fits your budget. Remember, ...

Paying a financial advisor can be worth it if you get enough value to justify the cost. But determining whether this is the ...

Most women clients seek financial advisor referrals from other women. That was among the findings of a recent report from ...

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...

And advisers charge the AUM fee whether your portfolio goes up or down — you won’t find a professional financial adviser who is willing to be paid only if your portfolio has a positive return.