How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

To find new advisors, wealth management firms are considering administrative, customer-service, and operations professionals.

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

Asking friends, family members, and colleagues is often a good place to start, as they can recommend local professionals they've had personal experience ... to work with a financial advisor ...

you can get a recommendation from someone who has direct experience with the professional in question. Another simple approach is to ask professionals who might work with a financial advisor, for ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

The industry provides more than ample resources to help financial advisors with high-net-worth and ultra-high-net-worth clients looking for advisory relationships. But it can also feel like a sea of ...

other credentials that indicate a high degree of experience and expertise in the profession include: Just as not all professionals who hold themselves out to be financial advisors are credentialed ...

Advisors who volunteer their time say they are better able to relate to clients when they actively listen, avoid assumptions ...