Whether you’re just starting your career, nearing retirement or somewhere in between, a financial advisor can help you navigate important decisions about your money. Financial advisors come with an ...

The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or on a Zoom call. Most people worry they’ll ask the “wrong” question or that ...

Why Hire a Financial Advisor? Financial advisors are professionals that guide their clients toward making intelligent financial decisions. They offer advice and services related to investments, ...

When choosing a new financial advisor either for the first time or to replace an existing relationship, there are several questions you should be asking. It is important to identify if this individual ...

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of ...

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 ...

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it casually or skip the vetting process altogether. With countless ...

KYC, an acronym for Know Your Customer or Client, is a protocol that is promoted to the public as a best practices guide in the banking and brokerage industries to determine product suitability for ...

Today on Money Matters, our financial expert Barry Bigelow breaks down what to look for when choosing your financial advisor.

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. The decisions you'll face as you transition into and through ...