Financial Advisors

Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.

Financial Advisor Basics

Do I need a financial advisor?

Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.

4 min read

What is a robo-advisor?

A robo-advisor is a fancy term for an advisor that automates the process of financial planning.

6 min read

What is a financial counselor?

Be aware of uncertified counselors who may just be pushy salespeople in disguise.

2 min read

Fiduciary vs. Financial Advisor

Here are the differences between a fiduciary and a financial advisor

4 min read

Latest Articles

What is wealth management and do you need it?

Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.

6 min read Mar 08, 2024
Pros and cons of hiring a financial advisor

Here are the pros and cons of hiring a financial advisor, according to experts.

6 min read Mar 06, 2024
What is estate planning?

Estate planning is the process of arranging who will receive your assets when you die.

7 min read Feb 28, 2024
Planning to retire in 2024? Do these 7 things now

It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

6 min read Feb 13, 2024
How much does a financial advisor cost?

Financial advisor fees vary depending on service and fee structures.

5 min read Feb 02, 2024
Fee-only financial planners vs. fee-based

There are major differences between fee-only and fee-based financial planners.

2 min read Jan 30, 2024
Here’s the top place Americans get financial advice – even young Americans

Here’s the full rundown of where Americans get their financial advice.

4 min read Dec 21, 2023
What is an investment advisor and what do they do?

Here’s what financial advisors are, how to find a good one and the questions you should be asking.

6 min read Nov 22, 2023
What is a fiduciary duty?

Many professions can have a fiduciary duty.

4 min read Oct 23, 2023
Robo-advisors vs. financial advisors: How to decide which is best for you

The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.

5 min read Oct 17, 2023
What is a financial consultant and what do they do?

These are the key things to know before hiring a financial consultant.

3 min read Oct 16, 2023
What is a certified financial planner (CFP)?

The CFP certification is one of the most highly sought-after designations for financial professionals. Here’s how they can help you manage your money.

5 min read Oct 12, 2023
Ratings methodology for best financial advisors

How Bankrate chooses the best financial advisors

1 min read Aug 25, 2023
Investing for retirement with a robo-advisor

Getting your retirement right is a big deal, and a robo-advisor can help you get there.

8 min read Aug 02, 2023
Are robo-advisors worth it? Ask yourself these 5 questions first

You’ll want to dig in to find out how a robo-advisor could benefit you before getting started.

6 min read Aug 02, 2023
7 warning signs that you may need to choose a new financial advisor

Here are seven warning signs that it could be the right time to choose a new financial advisor.

4 min read Jul 21, 2023
Sudden wealth syndrome: What it is and how to avoid it

With proper planning and the right approach, it’s possible to avoid sudden wealth syndrome.

3 min read Aug 18, 2022