Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Choosing a financial advisor is an important decision. Make sure you ask these 12 essential questions to ensure you find the right advisor for your needs.

Best Questions to Ask a Financial Advisor By Frank Bass – Updated May 6, 2025 at 12:27PM Fact-checked by Robin Hartill, CFP ...

11 Questions To Ask a Financial Advisor Before Hiring Them. The best way to evaluate a financial advisor before you hire them is to ask questions about their experience and values.

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition ...

5 Questions to Ask a Financial Advisor Ask about areas of expertise, compensation arrangements, and credentials before signing on for financial help.

Ask these questions before being your own financial advisor What are your financial goals? Before making any investment decisions, you need crystal clarity on what you want to achieve financially.

Some financial advisors might charge a hefty fee, ... From there, you’ll have follow-up conversations with your financial advisor. Questions To Ask a Potential Financial Advisor.

The post Top Interview Questions for Financial Advisor Candidates appeared first on SmartReads by SmartAsset. Once you’ve decided to hire an advisor for your firm, ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. An advisor's mix of ...

The best way to evaluate a financial advisor before you hire them is to ask about their experience. Ask these questions to find the right advisor for you. 11 Questions To Ask a Financial Advisor ...