Smart Wealth Blog

A financial advisor is a broad term for anyone offering financial advice. This includes professionals who help with investments, retirement

If your advisor isn't meeting your expectations, it's time to evaluate the relationship.

If you're wondering whether you need a financial advisor, you probably do. 

A fiduciary is a financial professional who is legally and ethically bound to act in the best interests of their clients.

Should you pay to work with a financial advisor? We'll talk about that and more in today's blog.

Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense. 

The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.

Your advisor’s actions must align with your needs and values, and they should take the time to get to know you and your goals. 

A fiduciary financial advisor helps you to navigate complex financial planning and wealth management strategies.

Is it smart to pick a non-fiduciary financial advisor if they're trusted and you're comfortable with them?

Why is it important to have a fiduciary as a financial advisor?

A financial advisor can be anyone who gives financial advice.

Fiduciary advisors with appropriate qualifications and certifications have demonstrated a high level of competency, education, and ethics.

If you’re wondering how to tell if a financial advisor is a fiduciary these five steps will help.

In this article, we’ll go into the pros and cons of both traditional fiduciary financial advisors and online financial advisors.

A fiduciary financial advisor is a finance professional who is obligated to act in their client’s best interest.

Everyone needs to have some level of financial literacy to help manage their finances.