Forbes contributors publish independent expert analyses and insights. Natalie Colley helps women plan financially for major life changes. Ever wonder why Olympic athletes have coaches? These are ...

The changing needs of investors—and how advisors c... The changing needs of investors—and how advisors can adapt Where do advisors add the most value for investors? How can advisors clear their ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

Evaluating your financial advisor’s performance involves looking beyond mere portfolio growth and delving into a variety of factors that reveal the advisor’s true effectiveness. When considering how ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.