Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

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 ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...

You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re likely to turn to financial advisers or planners when seeking money advice, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever the topic of talking with a financial ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Do you need a lot of money in order for it to make sense ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Finding the successor to a financial advisor's practice requires a complicated mix of the right personality, skills, capital, compensation and — most importantly — time, experts said. The consensus ...

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...