Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...

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 ...

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 ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Make sure you understand what fees you’ll be charged. Are you ahead, or behind on retirement?

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 ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

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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 ...