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 ...

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 ...

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 ...

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 ...

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 ...

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?

If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to ...

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 ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

Meredith Dietz is Lifehacker’s Senior Staff Writer. She earned her bachelor’s degree in English and Communications from Northeastern University, where she graduated as valedictorian of her college.

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 ...