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How To Choose A Financial Advisor
ByRae Hartley BeckDeputy Editor of Investing and Retirement
ByJordan TarverLead Editor, Mortgages & Loans
ByJordan TarverLead Editor, Mortgages & Loans
ByDock David TreeceContributor
ByThomas LavrakasContributor
ByBenjamin CurryEditor
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May 21, 2024
What Is FINRA?
The Financial Industry Regulatory Authority, also known as FINRA, helps protect investors by regulating brokers in the United States. It does this through rulemaking, enforcement, investigations and consumer education. FINRA is not a government entity; it is considered a self-regulatory...
By Jessica Goedtel Contributor
May 15, 2024
Fee-Only Financial Planner vs. Fee-Based: What’s the Difference?
Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to disclose this information publicly in state or federal...
By Amy Fontinelle Personal Finance Expert
Apr 23, 2024
Financial Advisors For Military Personnel: Everything You Need To Know
As of November 2023, there are approximately 2 million active duty and selected reserve service members. If you are part of that group—or you're a military veteran—you may need the help of a financial advisor due to the unique nature...
By Kat Tretina Personal Finance Writer
Mar 20, 2024
How To Evaluate A Financial Advisor
Working with a good financial advisor can have a profound impact on your financial life. It can mean the difference between retiring at 55 or working until you are 70. It can affect whether your children go to their dream...
By Kat Tretina Personal Finance Writer
Mar 13, 2024
Are You Risking a Financial Mistake Without Professional Advice?
The path to financial stability and success is often riddled with the potential for a financial mistake that can disrupt one’s economic progress. As the demand for personal financial advisors is projected to grow by 13% from 2022 to 2032,...
By Forbes Advisor Brand Group
Feb 28, 2024
When Is The Right Time To Talk To A Financial Advisor?
The right financial advisor can help you navigate your finances and tailor a strategy that fits your unique goals and circ*mstances. While these professionals can provide valuable insight into developing your comprehensive financial plan, their expertise can be particularly beneficial...
By Forbes Advisor Brand Group
Feb 14, 2024
Financial Advisors For Young Adults: Everything You Need To Know
Young adults face many financial challenges. These days, student loan debt, rising interest rates and inflation all make it harder to grow wealth.Meanwhile, financial education is inconsistent in schools, which can leave you feeling underprepared when making financial decisions. A...
By Jessica Goedtel Contributor
Jan 24, 2024
UBS Wealth Management Review For 2024
Finding the right fit for your wealth management needs can be a daunting task. Investors interested in both advisory and asset management services might want to take a look at UBS Wealth Management, one of the largest investment management firms...
By David Rodeck Investing Expert Writer
Jan 12, 2024
How To Invest In Volatile Markets With A Financial Advisor
Investing in the stock market is one of the best ways to build long-term wealth, and it’s an essential component in saving for retirement.But investing can be stressful. Everyone wants to make the right decisions to secure their financial future....
By Rebecca Baldridge Investing Writer
Dec 13, 2023
7 Things Your Financial Advisor Should Be Doing For You
You hire a financial advisor because you want to increase your net worth. That’s goal number one.Consciously or not, you also hire an advisor to make your life easier. You lack the time, the confidence or both to manage every...
By Amy Fontinelle Personal Finance Expert
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