Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products ...

One way to demonstrate your interest in their specific needs.

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A financial planner can help you chart a course for your ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

The best online financial advisor may provide wealth management, estate planning, tax planning, and retirement savings services. Here are our top picks for the best online financial advisors as ...

A financial advisor may know about investments and strategies you’re not familiar. A financial advisor can help you minimize your tax burden. A financial advisor can guide you on the right ...

As cryptocurrencies boom in recent months and push further into the mainstream, a corner of the financial industry remains on guard. A recent CoinShares survey of 250 financial advisors found that ...

Wall Street, once again, is in the red as investors express concern over President Trump’s tariffs as well as new inflation data. What does this mean for ...

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 ...

I’ve been using a financial advisor since about my mid-30s. And frankly, I probably should’ve gotten myself one sooner. To be clear, my job is to write about personal finance, investing ...

While there are fees associated with financial advisors, there are several resources to which you can turn for quality advice that won’t cost you anything. Here’s a look at several ...

The investment advisor must, among other things, understand clients' financial objectives and circumstances, and apply skill, diligence and prudence in support of their needs and objectives.