Financial Advisers

Get the Most from Your Financial Adviser
Financial Advisers

Get the Most from Your Financial Adviser

Marilyn Cohen, CEO | July 5, 2023

Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial…

Financial Advisors Reveal the Worst Mistakes Their Clients Made
Financial Advisers

Financial Advisors Reveal the Worst Mistakes Their Clients Made

November 5, 2019

You would be shocked by the financially foolish things some people do. You can learn to avoid disaster from these financial goofs.

Robo Advisors Are Closing Down—Here’s What to Do
Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

David Goldstone | December 10, 2018

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.

Beware Brokers Who Run Up Charges Through Excessive Trading
Financial Advisers

Beware Brokers Who Run Up Charges Through Excessive Trading

D. Daxton White, JD | November 26, 2018

When the market’s going up, many investors don’t notice that their brokers are churning their accounts—don’t get ripped off this way.

How to Find an Old Pension or 401 (k) Account
Financial Advisers

How to Find an Old Pension or 401 (k) Account

Joellen Leavelle | May 8, 2017

It’s easy to lose track of a 401(k) or pension plan over the years. Ordinarily the best way to recover…

Ask Financial Advisers About Fees and Conflicts
Financial Advisers

Ask Financial Advisers About Fees and Conflicts

Mark Cortazzo, CFP, CIMA | April 3, 2017

Do you ever suspect that financial advisers put a greater priority on earning commissions and making profits for themselves than…

Questions to Ask When Choosing a Financial Adviser
Financial Advisers

Questions to Ask When Choosing a Financial Adviser

Jack Waymire | June 6, 2016

A good financial adviser can help you manage your savings, investments and spending so you achieve your financial goals. But…

How to Check on Your Broker
Financial Advisers

How to Check on Your Broker

Dan Brecher, JD | May 25, 2016

Although the new Labor Department fiduciary rule mandates that your financial adviser act in your best interest, it doesn’t guarantee…

Not Happy with Your Financial Adviser? What to Do…
Financial Advisers

Not Happy with Your Financial Adviser? What to Do…

Sheryl Garrett, CFP | November 28, 2012

Financial advisers can provide valuable help, but problems often arise that could prevent you from getting the most value for…

Is Your Financial Adviser Fishing for Fees?
Financial Advisers

Is Your Financial Adviser Fishing for Fees?

Dan Brecher, JD | October 1, 2012

If he's recommending these investments, watch out Is your broker or financial adviser looking out for your financial interests or…

How to Pick a Financial Adviser for the Help You Need at a Fair Price
Financial Advisers

How to Pick a Financial Adviser for the Help You Need at a Fair Price

David Richman, JD | July 31, 2012

The recent investment and home-price losses have endangered the retirement goals of millions of Americans. If this describes you, or…

Four Reasons to Fire Your Adviser
Financial Advisers

Four Reasons to Fire Your Adviser

Jack Waymire | January 27, 2012

It's not your financial adviser's fault that the economy hit the skids in 2008, but he/she may deserve the boot…