To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

In 30 years as a financial advisor, I have been asked some very good questions by families and institutions who were considering hiring our firm for financial planning or wealth management. Here is a ...

Prepare for your portfolio manager interview with top behavioral and investing questions. Discover what interviewers ask and ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

Before trusting a financial advisor with your money, you should interview a few candidates. There are many different types of advisors, and they aren’t all held to the same standards. The ideal ...

The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Ask your financial advisor if they act as a fiduciary at all times. Ask about your advisor's fee structure to make sure you're paying a fair price. Ask your financial advisor questions about their ...