The article offers tips on finding the right financial advisor. It presents questions to ask prospective financial planners, including one about their educational and professional background. It cites several resources for checking out the background of stockbrokers who act like financial planners, ...
Working as a financial advisor can be a highly rewarding career, both in terms of job opportunities and financial compensation, as well as the positive impact you can have on people’s lives. “If you’re seeking a career as an advisor, my biggest piece of advice is to be passionate ab...
The role of a financial advisor is as varied as the clients they serve. As Adam Breazeale, a senior financial planner at Schwab Wealth Advisory, puts it, "We look at where our clients are relative to where they want to be, then provide the tools and solutions necessary to create a road...
Before you officially start the process of hiring a financial adviser, you'll want to carefully check their credentials to make sure they're the right fit. The best way to start your research (other than doing an internet search) would be to check your potential adviser'saffiliated association...
Afee-based financial advisoror robo advisor platform typically charges for their advice based on a percentage of the assets they manage for you. However, as the financial industry evolves to address the diverse needs of clients, many advisors are also offering flat, project-based or hourly fees...
How to choose a financial advisor: 10 questions 10. Do I like this person? At the end of your meeting, ask yourself the most important gut check question: Do I like this person? After all, you are about to enter into an intimate relationship that will hopefully last a long time. If ...
work history, and services, as well as whether they’ll be working with you directly. You also may want to ask about and check their credentials. Obtain other information about Wells Fargo Advisors and its financial professionals atBrokerCheckOpens Dialogfrom the Financial Industry Regulatory Authorit...
Frequently asked questions about financial checkups and planning How to conduct a financial wellness checkup in 10 steps In the Schwab survey, the top reason people gave for not having a financial plan was not having enough money. But by conducting a financial checkup, you can better your situ...
Another factor that goes into selecting a financial advisor is reputation. If the person is licensed or certified, it’s fairly easy to investigate their background and credentials through an online search. Here’s how. Use theFinancial Industry Regulatory Authority(FINRA) BrokerCheck tool to resea...
When looking for a financial advisor or deciding whether to stay with your existing one, remember that you want the advisor who provides the best value, which will not necessarily be the one who comes at the lowest price. Think about which services you really need and how much they’re wor...