Thinking of Changing Your Financial Advisor? What to Know

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...

How To Find a Financial Advisor Near You

Yes, you can usually find a financial advisor who specializes in your needs. Use a network questionnaire to get ...

‘Should I just continue to go along with it?’ I have $700K with my adviser and he charges 1.2%, but he doesn’t deal with my taxes. Am I getting ripped off?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

I’m a Financial Advisor: These Are the Worst Money Mistakes I See Millennials Make

GOBankingRates spoke with two financial advisors to discuss the most common money mistakes they say millennials are prone to, ...
Wall Street Journal

Is It Worth Paying a Financial Advisor 1%?

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Molly Grace is a staff money writer at Buy Side covering banking, home equity ...

How Financial Advisors Play a Role in Estate Planning

Discover how financial advisors protect wealth and guide families in building a lasting legacy.
MarketWatch

‘I finally had it.’ I’m 80 and my financial adviser had me in REITs. I took a $97K haircut on one of them. After that I switched advisers, but I’m stuck with the REITs ...

Question: “I am 80 years old and feel my financial adviser was not acting in my best interest. He bought a series of REITs for my IRA account. He sold some back within 24 months but kept 2 others, ...