Financial advisors come in all shapes and sizes and can offer different types of financial planning and investment advice. Consider asking them the following four questions to help you evaluate and choose an advisor that’s right for you.
Some may know the act of investing is an ancient one, but its modern iteration is the result of more than a thousand years of evolution. Learn how landmark moments across the millennium have demonstrated shifts in the meaning and process of investment, but trust between individuals has remained a key factor in any financial transaction.
Investors are, of course, not all alike. Not only do people have varying asset levels and degrees of complexity in their financial lives, they also have different life goals and priorities. After surveying more than 300 individual investors, Forbes identified three distinct investor personas and analyzed their differences to identify steps you can take to improve your satisfaction with your advisor.