Financial Advisor Basics
It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.
Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. A fiduciary is someone who acts in [...]
Investors looking for automated, low-cost portfolio management can start here.9 min read Dec 01, 2023
Here’s what financial advisors are, how to find a good one and the questions you should be asking.6 min read Nov 22, 2023
Find the right type of financial help for your needs.3 min read Nov 21, 2023
It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.6 min read Nov 17, 2023
Interested in becoming a millionaire? These tips of the wealthy can help you get there.5 min read Nov 03, 2023
Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. A fiduciary is someone who acts in [...]4 min read Oct 31, 2023
Here’s what a retirement financial advisor is and how they can help you.7 min read Oct 25, 2023
Many professions can have a fiduciary duty.4 min read Oct 23, 2023
You’re actually hiring someone to work for you, so treat it like it’s a job interview.8 min read Oct 23, 2023
Here’s how to create a family financial plan and what to watch out for.6 min read Oct 18, 2023
The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.5 min read Oct 17, 2023
These are the key things to know before hiring a financial consultant.3 min read Oct 16, 2023
In many cases, so-called advisors are really just salespeople in disguise.5 min read Oct 13, 2023
The CFP certification is one of the most highly sought-after designations for financial professionals. Here’s how they can help you manage your money.5 min read Oct 12, 2023
AUM: What it means for your investments and fees2 min read Sep 01, 2023
Here’s how a financial coach can help you achieve your money goals.3 min read Aug 31, 2023
Be aware of uncertified counselors who may just be pushy salespeople in disguise.2 min read Aug 31, 2023
Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.4 min read Aug 25, 2023
How Bankrate chooses the best financial advisors1 min read Aug 25, 2023
Signs of a financial advisor scam and how to avoid them.4 min read Aug 24, 2023
- Ratings methodology for best financial advisors
- What is a financial advisor?
- Cost of a financial advisor
- Questions to ask a financial advisor
- When to change financial advisors
- Robo-advisors vs financial advisors
- Fiduciary vs financial advisor
- What is a fiduciary?
- What is a certified financial planner (CFP)?
- What is an investment advisor?
- What is a wealth management?
- What is estate planning?
- What is risk tolerance?
- Are robo-advisors worth it?
- Best robo-advisors
- Best online brokers for beginners
- Best online brokers for stocks
- Best online brokers for day trading
- Best online brokers for mutual funds
- Best brokers for options trading
- Best online brokers for ETFs
- Best investment apps
- Best brokerage bonuses
- Investment calculator
Find a Financial Advisor
- Financial advisors near New York, NY
- Financial advisors near Chicago, IL
- Financial advisors near Houston, TX
- Financial advisors near Atlanta, GA
- Financial advisors near Denver, CO
- Financial advisors near Dallas, TX
- Financial advisors near San Diego, CA
- Financial advisors near San Francisco, CA
- Financial advisors near Minneapolis, MN
- Financial advisors near Raleigh, NC
- Financial advisors near Pittsburg, PA
- Financial advisors near Orlando, FL
- Financial advisors near Scottsdale, AZ
- Financial advisors near Nashville, TN
- Financial advisors near Richmond, VA