I want a financial adviser who has taken their own advice, with a lot of success. Frankly, anything less seems ‘ridiculous’ — right?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
Fast Company

How to find a financial adviser you can trust

I’ll let you in on a little secret: Even money experts can feel intimidated when walking into a financial adviser’s office for the first time. There are a few reasons for this nearly universal ...

Ask An Expert: What financial advisors want you to know about managing money right now

In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with ...

Holistic Wealth Planning: Why Your Financial Picture Needs More Than Just A Number

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...
MarketWatch

If your financial adviser contacts you fewer than this many times a year, ‘you can be sure they aren’t paying attention to you’

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. And it comes as many ...
The Las Vegas Optic

Business Spotlight: Meet Edward Jones financial advisor Karen Schotter

Karen Schotter, a financial advisor at Edward Jones, offers personalized financial strategies and exceptional client service ...