A financial advisor is a catch-all term that includes financial planners and investment advisors. Most online advisors offer investment management services and financial planning. These professionals can help you with retirement planning, tax planning, estate planning, and more.
To streamline your search for an adviser, USA TODAY has partnered with market research firm Statista for the second straight year to rank the top 500 RIAs. This list can serve as a starting point for your research, but it's important to do your due diligence before making a decision.
Financial advisors can help you with every aspect of your finances, including budgeting and investing. Here's how to find and choose the right advisor for your specific needs. Consider your financial goals, risk tolerance, and investment preferences when selecting an advisor.
Allison K. Thacker '96, Rice University's chief investment officer (CIO) and president of the Rice Management Company (RMC), will step down from her position. This news highlights the importance of having a solid investment strategy and trusted advisor in place.
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com for expert advice and recommendations. It's crucial to have open communication with your advisor and address any concerns promptly.
The right financial adviser can provide valuable guidance, but it doesn't come cheap — and the fee structures can be confusing. Make sure you understand how your advisor is compensated, whether it's through a flat fee, hourly rate, or percentage of assets under management.
Did you know that more people are taught how to dance, put on makeup, and score travel points than to handle their finances? Investing in financial education and seeking advice from a professional can help you make informed decisions about your money.
A personal recommendation from a family member or a friend is one of the best ways to find a financial adviser. Ask for referrals from people you trust and inquire about their experiences with their advisors. This can help you narrow down your search and find a reputable professional.
The best financial advisors include Zoe Financial, Vanguard Personal Advisor, Facet, Harness Wealth, Empower, and Schwab Intelligent. These firms offer a range of services tailored to different financial needs and preferences. Consider scheduling consultations with multiple advisors to find the best fit for you.
