Family Finances

10 Things Clients Don’t Think to Ask Their Financial Advisor

Communication is a two-way street and when it comes to finding and working with a financial advisor, knowing what questions to ask can help you be more proactive with your advisor. Good communication will help foster a collaborative relationship and your investment strategy will have a better chance at yielding the results you would expect to have when working with a professional advisor.

By Sherrill St. Germain, ago
Education

Guide to Choosing a New Financial Advisor

Finding and choosing the right financial advisor is an important step to building your financial future. However it can be confusing and overwhelming, from finding a good set of advisors to meet, knowing what questions to ask them and recognizing what to look for and avoid. Here are some tips from GuideVine CEO, Raghav Sharma, to simplify your search.

By Raghav Sharma, ago
Financial Advisors

Robo Advisor Vs. Financial Advisor: When to Use Each One

If you are choosing between a robo advisor and a traditional financial advisor, its important to understand your needs and ask yourself several questions before making the decision. If you are hands off, want cheap access to investments and don't panic, a robo advisor might just be for you. If you need more services like retirement planning and need a calm voice during market ups and downs, then a traditional financial advisor might be more your speed.

By Raghav Sharma, ago
Financial Advisors

5 Reasons You Need a Financial Advisor in 2016

New Year's has past. Everybody is busy working on their 2016 resolutions (right?). While a casual approach to the gym or staying in touch may work, its best not to improvise your financial resolutions. We look at five reasons why this is the year to get professional financial advice, to help you achieve your money goals while gaining peace of mind.

By Zina Kumok, ago
Family Finances

Questions to ask your Financial Advisor Candidate

There are so many important questions that you can ask a prospective financial advisor to see if they are a good fit for your needs. Frankly, it can be a little overwhelming and hard to remember everything. We have created a downloadable checklist of 25 "must-asks", including questions on their background, firm, service areas, compensation and professional practices.

By Josie Lee, ago
Financial Advisors

How to Conduct Due Diligence on a Financial Advisor

Conducting your own due diligence when hiring a financial advisor starts with asking the right questions. It also requires checking with financial regulators that oversee and discipline advisory firms and broker-dealers, to make sure the firm or individual you hire as your financial advisor has a good regulatory history and the correct professional credentials.

By Josie Lee, ago
Financial Advisors

Should Your Financial Advisor Be Local?

There are so many things to consider when choosing a financial advisor including what services do they offer, how do they charge and do you get along with them. Should location matter? While technology has made it easier to work with someone across the country, what's right for you hinges on four factors.

By Alden Wicker, ago
Financial Advisors

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?

The wrong payment structure could lead to mismanaging your assets, being overcharged or getting bad advice. So its very important getting familiar with the different types of fees, the benefits and drawbacks of each, and how they fit in with your financial goals. After all, you’re trying to get help managing your money. And being a savvy shopper is the first step toward that goal.

By Alden Wicker, ago