Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Working with a good financial advisor can have a profound ...

Tailoring investment strategies to clients' unique needs is recognized by nearly half (49%) of advisors as one of the most effective ways to add value and differentiate themselves. This approach ...

particularly when hiring a good advisor. First, to mention the individuals who have already hired a financial advisor and whose investment accounts have not posted much, if any, gains this year.

But simply seeing a lot of black on your statements doesn’t necessarily mean your financial advisor is doing a good job. You have to compare their results to something as a benchmark ...

Many people liked getting advice that was specific to their circumstances and goals. Good financial advisors put in a lot of time and effort getting to know their clients and helping them ...

Wondering what a fiduciary financial advisor is? Find out how their legal obligation to act in your best interest sets them ...

Thomas Barwick / Getty Images Calling ahead to learn what kind of information a financial advisor would like you to supply before meeting for the first time is always a good idea. It will save you ...

Confirm an advisor's fiduciary status to ensure they prioritize your interests. Understand exact fees for services, not just percentage values, before hiring a professional. Ask potential advisors ...

That’s why you have to carefully evaluate potential financial advisors and make sure they are good for you and your money. Part of learning about the different types of advisors is understanding ...

A savvy financial advisor will ask a series of questions in order to acquire the right information to concurrently protect their firm, as well as their clients. KYC questions to measure a ...

The reality is that financial advisors are far more than just 1% “grabbers,” and one Redditor posted in r/Fire looking for some individuals who have had both good and bad experiences.