Once you’ve decided to hire an advisor for your firm, it’s crucial to find a candidate who aligns best with the needs and aspirations of your clients. There are a number of key questions to ask ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

Ask your financial advisor if they act as a fiduciary at all times. Ask about your advisor's fee structure to make sure you're paying a fair price. Ask your financial advisor questions about their ...

To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial ...