To find a financial advisor that can best meet your needs, create a plan that will help you gather the information you need to make an informed choice.
Even if you have the time and inclination to take on your own financial planning and investing, there are situations for which hiring a financial advisor may be a better option.
Cliché as it sounds, all financial advisors aren’t the same. Objectivity, experience, values, and access to LPL Financial’s vast resources are among the factors that we believe set LPL advisors apart.
To determine if an LPL Financial advisor is the best financial advisor for you, think about what you need and then create a profile of your ideal advisor.
CFA. CFS. CPA. They’re just a few of the acronyms you’ll find behind advisors’ names. Learn what they mean and if and why they matter.
To choose the best financial advisor, ask the right questions—and assess your comfort level with the advisor and his or her answers.
Get the most out of your first meeting with your financial advisor by being prepared with the necessary information, asking the right questions, and knowing what to expect.
While investing may not be the first thing that comes to mind when thinking about how to promote diversity and inclusion, there’s a growing trend in what’s known as “socially responsible investing” (SRI) that ties the two efforts together.
Nothing in life is free, including professional financial advice. As you consider various financial advisors, one of the important questions to ask is “How are you compensated for your services?”
The financial industry has a language all its own. It’s a language not all of us, as investors or prospective investors, fully understand or are comfortable using.