Want to know if your financial advisor has your back? Ask this ...

The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t serve your interests.

Today on Money Matters, our financial expert Barry Bigelow breaks down what to look for when choosing your financial advisor.

Deciding you need someone to help manage your investments is a significant decision. You’re seeking aid to grow your assets and, likely, help you plan for retirement. Unfortunately, identifying the ...

The fiduciary rule has faced decades of debate, but its core promise remains the same: Put the client first. What it means to be a fiduciary advisor has a long and convoluted history. The original ...

You want to have confidence in the guidance you’re getting.

Fiduciary duty is the requirement that certain professionals, like lawyers or financial advisors, work in the best financial interest of their clients. U.S. law dictates that members of certain ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises, we label this individual a financial advisor. Choosing this individual is ...