If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to ...

Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Before trusting a financial advisor with your money, you should interview a few candidates. There are many different types of advisors, and they aren’t all held to the same standards. The ideal ...

In this piece, we will look at 15 Key Questions To Ask Your Financial Advisor. If you wish to skip our in-depth analysis of the financial advisory services sector, you can go directly to 5 Key ...

January isn’t just for making New Year’s resolutions; it’s also the perfect time to assess your financial situation and set a sound financial foundation. As such, contacting your financial advisor ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. As we await what the final fiduciary rule will look like, Morningstar's director of personal finance, Christine Benz, thinks that investors can be ...

Planning for retirement can be overwhelming, because it involves figuring out a plan for your money that is supposed to have last you for a long period of time, and often involves sorting things out ...