Working with a financial advisor usually starts with an introductory meeting where the advisor reviews your ... Chartered Financial Analyst Definition. Series 65 Definition. Series 6 Definition.

These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments ...

The truth is, “financial advisor” is an umbrella term, but not every advisor has the same expertise or is trained to handle exactly what you need. Make sure you understand exactly what you're ...

Financial professionals may have a clear definition of financial advisor versus planner in mind, but consumers often take a different perspective.

If you’re considering hiring an independent financial advisor, ... There are fee-only advisors, meaning you pay them a flat fee for a project, or an hourly, quarterly or yearly rate.

Registered investment advisors, or RIAs, have a fiduciary duty to their clients, meaning they are obligated to advise in their clients’ best interest and disclose potential conflicts of interest ...

Learn more about what it means for someone to have a fiduciary duty, why it's important and how to verify a financial advisor's status. Many, or all, of the products featured on this page are from ...

A financial advisor can help create a plan for managing your debt. Typically, the plan will be to pay off the debts with the highest interest rates first and then work down the list.