Financial Advisers
All of Kiplinger’s Financial Advisers content can be found here. Find the latest news and gain more knowledge about Financial Advisers.
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What You Should Look for in a Financial Professional
Financial Advisers The vast majority of Americans value the advice of a financial professional. Here’s how to choose the right one for you.
By Kelly LaVigne, J.D. • Published
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How Psychology Affects Your Search for a Financial Adviser
Financial Advisers Your emotional relationship with your financial planner plays a big role in how successful your collaboration will be, so picking a person you click with should be a high priority.
By Matt J. Goren, Ph.D., CFP® • Published
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Finding a Modern Financial Adviser: 3 Questions to Ask
Financial Advisers Today’s challenging economic climate calls for a financial adviser equipped to adapt. Here’s how to see if yours is up to the task.
By Tyler Robuck, CFP® • Published
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5 Quick and Dirty Questions to Pick a Financial Adviser
Financial Advisers Yes, you can boil a complicated vetting process down to just five quick questions. Or you could dig deeper. The choice is yours.
By Jeremy DiTullio, CFP® , CRPC® • Published
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Extending Financial Planning’s Reach
Financial Advisers The challenge is to attract more women and minorities as professionals—and clients.
By Sandra Block • Published
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What to Do When You’re the Executor
Financial Planning You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
By Sandra Block • Published
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Do You Need a Financial Planner? 5 Points for and Against Hiring One
Financial Advisers Some folks just don’t need a financial professional, or may not be in a place to get the most value possible from the relationship. However, others can’t afford to go without one. Which are you?
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser • Last updated
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Is Your Financial Planner Acting in Your Best Interest?
Financial Advisers Not all financial professionals are held to the same standards. Some must meet a higher bar than others. What type of adviser are you working with?
By Kevin R. Keller, CAE • Last updated
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Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
personal finance It’s a sensitive topic, but sometimes it’s necessary for a financial professional to cut ties with a client. Here are six scenarios where it may be the appropriate action for them to take.
By Rubina K. Hossain, CFP® • Published