Even the most seasoned investors sometimes turn to others for advice when making important financial decisions. It outlines the different types of advisers, explains how they are compensated for their work, and offers pointers on narrowing the field.
Many people feel comfortable managing their investments without assistance.
But most people can benefit from having an experienced guide in today's complex financial markets. A professional adviser analyzes your financial circumstances, prepares a plan to meet your financial goals, and, sometimes, manages your portfolio. As you'll learn in How to Select A Financial Adviser , not all advisers are created equal. That means it's important to look beyond titles and credentials. How to Select A Financial Adviser can show you how to pick an adviser who can meet your unique needs.