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4 Ways A Financial Advisor Can Help You

some people are embarrassed by their financial situation or are afraid they can't afford a financial planner. If you are in the group that thinks getting help is not within your budget, you may be sur... read more

How Can Your Personal Financial Advisor Help You Multiply Your Savings and Create a Reward

If you are unsure about how to proceed, organizations like the National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA) can help you get in touch with a res... read more

How Much Is FDIC Insurance?

If you have questions about how to bank most efficiently and safely, you should consider talking to a financial advisor. SmartAsset can help you find one with our free financial advisor matching servi... read more

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What Is an Investment Advisor?

An investment advisor, or investment adviser or securities advisor, is a financial advisor who ... how to make your investments as tax efficient as possible. If you have a specific investment need, an ... read more


9 Times You Need to Talk to a Financial Advisor

Still, there are situations where it's a smart idea to hire a financial ... advisor will be considering how to turn a charitable donation into a tax advantage. "The planner can help structure the gift ... read more

Should I Let a Robo-Advisor Manage My Investments or Do It Myself?

With a robo-advisor, you get the same sort of investment planning at a fraction of the fees, although not the same level of interaction. Tax-efficient ... You can usually tweak the allocation, however ... read more

How Advisors Should Talk To Their Clients About Legacy Planning

I'm a practice management consultant with a track record of speaking and consulting on a variety of value-added topics for financial advisory firms. I help WisdomTree work with advisors on legacy plan... read more

Louisville financial firm aims to shake up a $2 trillion industry with its new model

"You don’t know ... but are created with DPL's help. And it provides an network for Registered Investment Advisors, or a marketplace for RIAs to find the commission-free insurance products. The idea i... read more

What Your Financial Advisor Should Not Tell You

It means an advisor can help you invest in a disciplined way for the long term and stay "committed to your investments through difficult market times." Your financial advisor should not propose invest... read more

How Financial Advisors are Using ETFs

For instance, ETFs are low cost, tax efficient and transparent investment vehicles ... Ric Edelmanan of Edelman Financial Services said. Ron Vinder, an advisor at UBS Financial Service, also remembers ... read more

9 Times You Need to Talk to a Financial Advisor

A trusted financial advisor can help ensure costly mistakes aren't made ... "The planner can help structure the gift in the most tax-efficient manner," Westley says. When you are thinking about retire... read more



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