An adviser should be your portfolio's general manager, coach and star player. What does that make you? The team owner. Your financial adviser is also a money coach - able to instill financial ...

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to find one. Where should I start looking? What questions should I ask? What else should I know in order ...

Choosing a financial adviser has been likened by experts to finding a good doctor or a mechanic. You must get to know the person, feel comfortable in your interactions and come to trust them ...

Given the chaos in the world, when approaching your personal finances it’ s tempting to just cover your head and let things take their course. After all, everything has worked ...

According to a recent YouGov survey, the most important factor for people choosing an investment professional is trustworthiness. In fact, trustworthiness ranked higher than fees, qualifications, ...

Some red flags are worse than others. This free online tool gives you information you need. It's easy to do your due diligence before hiring a financial adviser: You can use BrokerCheck to see if the ...

Question: “I need to hire a very qualified financial adviser. The challenge I’ve had in the past is there are lots of financial advisers, however I only want to work with one who has actually done ...