Financial Advisors
Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.
Financial Advisor Basics
Editor's Picks
Latest Articles
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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 -
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 -
Investing for retirement with a robo-advisor
Getting your retirement right is a big deal, and a robo-advisor can help you get there.
8 min read Aug 02, 2023 -
Are robo-advisors worth it? Ask yourself these 5 questions first
You’ll want to dig in to find out how a robo-advisor could benefit you before getting started.
6 min read Aug 02, 2023 -
What is a robo-advisor?
A robo-advisor is a fancy term for an advisor that automates the process of financial planning.
5 min read Aug 02, 2023 -
5 types of financial advisors
A good advisor can get you to stick to your long-term plan when things get rough.
5 min read Aug 01, 2023 -
Fiduciary vs. financial advisor: How these types of advisors compare
Here are the differences between a fiduciary and a financial advisor
4 min read Jul 24, 2023 -
7 warning signs that you may need to choose a new financial advisor
Here are seven warning signs that it could be the right time to choose a new financial advisor.
4 min read Jul 21, 2023 -
What is financial planning? Learn how to get started.
If it involves finances, there’s a way to plan for it and optimize the outcome.
8 min read Jun 27, 2023 -
Sudden wealth syndrome: What it is and how to avoid it
With proper planning and the right approach, it’s possible to avoid sudden wealth syndrome.
3 min read Aug 18, 2022
Related Topics
Helpful Links
- 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
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