Financial Advisers

Do You Need a Financial Planner? 5 Points for and Against Hiring One
Financial Advisers

Do You Need a Financial Planner? 5 Points for and Against Hiring One

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 ca…
July 27, 2021
Is Your Financial Planner Acting in Your Best Interest?
Financial Advisers

Is Your Financial Planner Acting in Your Best Interest?

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?
May 12, 2021
Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should
personal finance

Did You Know Your Financial Adviser Can ‘Fire’ You as a Client? Here Are 6 Times When They Should

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 th…
April 22, 2021
Your Relationship with Your Financial Adviser? It’s Complicated
Financial Advisers

Your Relationship with Your Financial Adviser? It’s Complicated

Social scientists theorize that people have two main decision-making styles: mostly emotional or mostly rational. This can make a financial adviser’s …
March 4, 2021
10 Things You'll Spend More on in Retirement
retirement

10 Things You'll Spend More on in Retirement

From reading materials to debt, the demands on your savings during your golden years might surprise you.
February 25, 2021

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The Best Robo Adviser for You
Financial Advisers

The Best Robo Adviser for You

We sort through the evolving world of automated investment services, including some that offer a human touch.
December 23, 2020
Your Financial Adviser Wants to Retire, Too
Financial Advisers

Your Financial Adviser Wants to Retire, Too

As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what yo…
December 10, 2020
Getting Good Service
Financial Planning

Getting Good Service

We rated the customer service of large financial service firms for accessibility, reliability, responsiveness and knowledgeable answers.
October 21, 2020
Take Charge of Your Portfolios, Ladies
Coronavirus and Your Money

Take Charge of Your Portfolios, Ladies

When it comes to investing, too many women learn the hard way that disengaging is a mistake.
September 14, 2020
How to Find a Financial Planner You Trust
investing

How to Find a Financial Planner You Trust

Use our road map to find an adviser who will truly look out for your best interests.
June 5, 2020
Which Robo Adviser Is Right for You?
investing

Which Robo Adviser Is Right for You?

We sift through the pros and cons of the growing number of low-cost digital advisers.
January 28, 2020
14 Robo Advisers: Which Is the Best for You?
investing

14 Robo Advisers: Which Is the Best for You?

Robo advice is ready when and where you want it.
January 28, 2020
5 Market Pros Speak on What to Do Now
investing

5 Market Pros Speak on What to Do Now

Some of the smartest strategists on Wall Street have taken on a decidedly cautious tone.
October 2, 2019
Fight to Protect Investors, Retirement Savers Ongoing
Financial Planning

Fight to Protect Investors, Retirement Savers Ongoing

Regulators mull more rules for brokers, financial advisers to safeguard your nest egg.
April 29, 2019
Find a Financial Planner Who’s a Cool Cucumber
investing

Find a Financial Planner Who’s a Cool Cucumber

Don’t panic, and look for an adviser who will look out for your best interests.
January 31, 2019
Bank of America Investing Chief: Focus on High-Quality Stocks
investing

Bank of America Investing Chief: Focus on High-Quality Stocks

This market analyst sees the bull market becoming a buffalo market: "Heavy, rather hairy, and unattractive at times."
March 5, 2018
Review Your Portfolio in 3 Easy Steps
Financial Planning

Review Your Portfolio in 3 Easy Steps

The New Year is the perfect time to make sure your investments are on the right track.
December 6, 2017
Robo Advisers Get the Human Touch
Financial Planning

Robo Advisers Get the Human Touch

More automated advisory services are giving clients the chance to consult with financial planners and investment counselors.
August 1, 2017
Best of the Online Brokers, 2016
investing

Best of the Online Brokers, 2016

Fidelity edges out Merrill Edge and Schwab for first place in our rankings of top discount brokerages.
May 15, 2017
Why the Fiduciary Rule for Retirement Savers Is Here to Stay
retirement

Why the Fiduciary Rule for Retirement Savers Is Here to Stay

No matter what Trump does, big financial firms have already made the transition.
March 22, 2017
How to Pick a Financial Planner
credit & debt

How to Pick a Financial Planner

Candidates aren't hard to come by. Here's how to find the right one for you.
December 19, 2016
Forget the Fiduciary Rule
investing

Forget the Fiduciary Rule

But there still will be ways investors can require their advisers to put their interests first.
November 18, 2016
7 Best Online Brokers for Investors
Financial Planning

7 Best Online Brokers for Investors

Investors can pocket a few hundred bucks just by opening an account with an online broker these days.
October 6, 2016
5 Steps to Establishing Your Financial Plan With an Adviser
Financial Planning

5 Steps to Establishing Your Financial Plan With an Adviser

Be sure to ask about fees, get a signed copy of a fiduciary oath and communicate your personal goals.
August 22, 2016
How to Find the Right Financial Adviser for You and Your Money
investing

How to Find the Right Financial Adviser for You and Your Money

Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise.
June 28, 2016