Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

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 ...

Your 60s are a pivotal time to turn savings into a dependable plan. These six smart questions help you uncover fees, risks, ...

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 ...

When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting.

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...

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 ...

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 ...

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 ...

Maybe it’s time to audit how much you’re paying for financial advice. Dziubinski: All right, let’s start with those very broad categories of compensation types in which advisors fall. What are those ...

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 ...