Here's a story I wrote for CNBC.com: https://www.cnbc.com/2018/02/15/referred-to-a-financial-advisor-heres-what-you-should-ask.html

THAT THEY SPECIALIZE: Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially responsible investing, comm...

THAT THEY SPECIALIZE An advisor could specialize in almost anything, and most do have a particular area of competency. You just need to search for—and ask r...

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS The following definitions come from FINRA: • FINANCIAL PLANNERS: These are professionals who “creat...

https://www.prweb.com/releases/investment_industry_journalist_answers_why_work_with_a_financial_advisor/prweb16359903.htm

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS Before I define these 4 types, I want to introduce you to the source I used for this and much of t...

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS (PART I) There are four main types of practitioners who might refer to themselves as financial adv...

THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Looking at behavioral change, a study by TIAA-CREF found that “Approximately one-third of respondents who ...

THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Two recent studies from Vanguard and Morningstar have calculated the financial value (in the form of impr...

HOW THEY'RE PAID: It’s interesting to note that most advisors earn both fees and commissions, as shown by the chart below:

HOW THEY'RE PAID: There are three main modes of compensation for advisors: • Commission-only: Financial commissions are paid by mutual funds, insurance com...

WHAT ADVISORS DO: Common services provided by advisors include: asset allocation, retirement income planning, retirement accumulation planning, estate plan...

A big obstacle to people getting the advice they need is that they don't understand what financial advisors do and how they do it. Over the coming weeks, I'...

Our financial lives are complex, and everywhere I look I see people over their heads when trying to navigate financial decisions and options. To make thing...