Financial Advisers

Financial Advisers

Financial Advisers Reveal the Worst Mistakes Their Clients Made

You would be shocked by the financially foolish things some people do. You can learn to avoid disaster from these financial goofs.

Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.

Financial Advisers

Beware Brokers Who Run Up Charges Through Excessive Trading

When the market’s going up, many investors don’t notice that their brokers are churning their accounts—don’t get ripped off this way.

Financial Advisers

How to Find an Old Pension or 401 (k) Account

It’s easy to lose track of a 401(k) or pension plan over the years. Ordinarily the best way to recover…

Financial Advisers

Ask Financial Advisers About Fees and Conflicts

Do you ever suspect that financial advisers put a greater priority on earning commissions and making profits for themselves than…

Financial Advisers

Questions to Ask When Choosing a Financial Adviser

A good financial adviser can help you manage your savings, investments and spending so you achieve your financial goals. But…

Financial Advisers

How to Check on Your Broker

Although the new Labor Department fiduciary rule mandates that your financial adviser act in your best interest, it doesn’t guarantee…

Financial Advisers

Not Happy with Your Financial Adviser? What to Do…

Financial advisers can provide valuable help, but problems often arise that could prevent you from getting the most value for…

Financial Advisers

Is Your Financial Adviser Fishing for Fees?

If he's recommending these investments, watch out Is your broker or financial adviser looking out for your financial interests or…

Financial Advisers

How to Pick a Financial Adviser for the Help You Need at a Fair Price

The recent investment and home-price losses have endangered the retirement goals of millions of Americans. If this describes you, or…

Financial Advisers

Four Reasons to Fire Your Adviser

It's not your financial adviser's fault that the economy hit the skids in 2008, but he/she may deserve the boot…