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Financial Advisors

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Financial Planning

How financial advisors can help at different life stages

Whether you’re a newlywed or looking forward to retirement, a financial advisor can help you plan for a healthy...

How financial advisors can help at different life stages

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Video: Tips for choosing a financial advisor

Look at qualifications, compensation and quality to make the best choice for you

Video: Tips for choosing a financial advisor
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Ask a Planner

How to figure out your investment fees

John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.

How to figure out your investment fees
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Investing

7 Questions to ask your financial advisor

…and how to get the answers you deserve!

7 Questions to ask your financial advisor

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10 ways for investors to be more boring —and successful

These are the things your advisor should be doing for you

10 ways for investors to be more boring —and successful

Bonds

Advisors don’t want to talk about cheaper alternatives

If your advisor won't talk about passive investment options, then maybe it's time for a second opinion

Advisors don’t want to talk about cheaper alternatives
fee disclosure

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Let’s put an end to embedded compensation

While the groundwork has been laid, investors continue to wait for regulators

Let’s put an end to embedded compensation
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Columns

Don’t fall for investment porn

Investors and advisors should focus on things within their control and tune out the noise of the daily financial...

Don’t fall for investment porn

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investment returns advice

ETFs

How costs undermine investment performance

A breakdown of all the things that can affect returns

How costs undermine investment performance

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