Trustworthiness is now the baseline, not the end goal. In an industry that has become more transparent, investors can look beyond character alone and look for real value — expertise, ...

Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

Plenty of Americans want financial help, but only about one third use a financial adviser, according to Statista. So what gives? As many as three in five say they simply aren’t sure where to look, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. If you are looking for expert guidance on complex products such as investments, mortgages ...

A robo-adviser might be right for you if you have few investable assets and a small budget. Simply fill out a questionnaire, and an algorithm automatically invests based on your answers. It’s cheap — ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...