Financial Advisors

Latest Articles

• 

  Best robo-advisors in December 2023

  Investors looking for automated, low-cost portfolio management can start here.

  9 min read Dec 01, 2023
• 

  What is an investment advisor and what do they do?

  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
• 

  Financial advisor vs. financial planner: What is the difference?

  Find the right type of financial help for your needs.

  3 min read Nov 21, 2023
• 

  Planning to retire in 2024? Do these 7 things now

  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
• 

  8 ways to invest like a millionaire

  Interested in becoming a millionaire? These tips of the wealthy can help you get there.

  5 min read Nov 03, 2023
• 

  What is a fiduciary?

  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
• 

  What is a retirement financial advisor?

  Here’s what a retirement financial advisor is and how they can help you.

  7 min read Oct 25, 2023
• 

  What is a fiduciary duty?

  Many professions can have a fiduciary duty.

  4 min read Oct 23, 2023
• 

  How to choose a financial advisor: 6 tips for finding the right one

  You’re actually hiring someone to work for you, so treat it like it’s a job interview.

  8 min read Oct 23, 2023
• 

  How to build a family financial plan

  Here’s how to create a family financial plan and what to watch out for.

  6 min read Oct 18, 2023
• 

  Robo-advisors vs. financial advisors: How to decide which is best for you

  The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.

  5 min read Oct 17, 2023
• 

  What is a financial consultant and what do they do?

  These are the key things to know before hiring a financial consultant.

  3 min read Oct 16, 2023
• 

  5 important questions to ask your financial advisor

  In many cases, so-called advisors are really just salespeople in disguise.

  5 min read Oct 13, 2023
• 

  What is a certified financial planner (CFP)?

  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
• 

  What are assets under management (AUM)?

  AUM: What it means for your investments and fees

  2 min read Sep 01, 2023
• 

  What is a financial coach and what do they do?

  Here’s how a financial coach can help you achieve your money goals.

  3 min read Aug 31, 2023
• 

  What is a financial counselor?

  Be aware of uncertified counselors who may just be pushy salespeople in disguise.

  2 min read Aug 31, 2023
• 

  Do I need a financial advisor? When you should consider getting one

  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
• 

  Ratings methodology for best financial advisors

  How Bankrate chooses the best financial advisors

  1 min read Aug 25, 2023
• 

  How to avoid financial advisor scams

  Signs of a financial advisor scam and how to avoid them.

  4 min read Aug 24, 2023