As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand over ...

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

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

While it’s easier than ever to access financial advice online, each person’s financial journey is different. That’s why ...

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.

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.