Learn the four essential questions to ask your financial advisor in 2026 to stay aligned with your goals, investments and ...

Today on Money Matters, our financial expert Barry Bigelow breaks down what to look for when choosing your financial advisor.

Why hire a financial advisor who will take around 1% percent of your assets per year when you can get a certificate of ...

When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting.

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 ...

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...

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 ...

A financial advisor can have a major impact on your finances — both for good and bad. The best financial advisors can help you stick to a long-term investing plan that meets your investment goals over ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

If you’re looking to build wealth, get ready for retirement or anything in between, you may find it helpful to work with a ...

Maybe it’s time to audit how much you’re paying for financial advice. Dziubinski: All right, let’s start with those very broad categories of compensation types in which advisors fall. What are those ...

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 ...