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Here's what you need to know about the best financial advisors and planners, and how to zero in on the best one for your goals and budget. Determine your needs and goals Before actually going ...

Best of all, career-changers over 40 have already ... About 90% of new financial advisors leave the industry in the first three years because they do not have a viable process to acquire new ...

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

First, confirm the advisor is a fiduciary, Simpson says. Only fiduciary advisors are required to put your best interests before the advisor's own at all times. Second, you want to make sure you ...

This includes robo-advisors and in-person financial advisors. There’s also platforms that can help connect you to the best advisor for your needs if you need more guidance. Here’s a look at ...

That’s why consulting directly with a financial advisor — a professional who provides personalized advice about your financial situation to help best manage your assets — can be such a ...

Fiduciaries are legally obligated to act in their client's best interests instead of their own. Many people feel more comfortable working with a financial advisor who is a fiduciary, but it ...

Learn More: Making It Big On Wall Street Is a financial advisor a fiduciary? A fiduciary is a professional held to a fiduciary duty, meaning the person must act in their client's best interest not ...

The Houston Chronicle asked its readers to name the best Houston financial advisors and investment services in this year’s Best of the Best readers’ poll, and the results may lead you to your ...