When you’re shopping for an adviser, you should look for someone you feel comfortable with — but that’s just the start ...

Have a question about your financial adviser or looking to hire a new one? Email your questions to [email protected].

As a client, you need to have a real relationship with your adviser so you can ask all the questions you have and get all the ...

Each year, my firm defends between 10 to 20 financial advisers under investigation by FINRA, the U.S. Securities and Exchange ...

Corey Wastle, chief executive of Melbourne-based financial advice firm Verse Wealth, hopes secondary school students are ...

The majority of people that receive professional financial advice have remained with the same adviser throughout, research ...

An academy is a good route into the advice profession for someone not coming from a financial background, according to Ben Hughes, an adviser at Doxford Financial. Hughes, who recently graduated from ...

“We invested a lot in our people and the technology platform to support the integration of these companies and build our ...

Financial adviser and On Your Own Two Feet author Helen Baker. 6. Avoid overpaying tax H & R Block research suggests ...

If the upcoming election has you stressed out, you're not alone. According to the American Psychological Association, the election is the leading cause of stress for seven in 10 Americans.

The marketing that some financial advisers use to attract clients can be misleading. Make sure you don’t fall for their "trustwashing," writes Intelligent Investor columnist Jason Zweig. Read more her ...

Start preparing for retirement five to eight years in advance. Try to review your investments at least three years ahead of ...