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

What is earnings season?

Earnings season is an important time as companies publicly report their performance to investors.

3 min read

Wire transfer fees

Wire transfer fees can be expensive, but here are ways to send money for less.

5 min read

What is debt settlement?

When your bills are overwhelming, debt settlement is one way forward.

7 min read

Manage debt with a balance transfer

Make a plan to pay off a balance transfer before its promotional period ends.

8 min read

Latest Articles

How to build a family financial plan

Here’s how to create a family financial plan and what to watch out for.

7 min read Jun 03, 2024
The Great Wealth Transfer: What it means for your money

Here’s how the Great Wealth Transfer may shake up your finances and how to prosper.

4 min read May 16, 2024
7 strategies financial advisors use with their own money

Financial advisors use these strategies when managing their own money.

4 min read Mar 19, 2024
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
Do I need a financial advisor? When you should consider getting one

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

4 min read Mar 07, 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 Jan 11, 2024
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
Financial advisor vs. financial planner: What is the difference?

Find the right type of financial help for your needs.

3 min read Nov 21, 2023
8 ways to invest like a millionaire

Interested in becoming a millionaire? These tips of the wealthy can help you get there.

5 min read Nov 03, 2023
What is a retirement financial advisor?

Here’s what a retirement financial advisor is and how they can help you.

7 min read Oct 24, 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 27, 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
5 important questions to ask your financial advisor

In many cases, so-called advisors are really just salespeople in disguise.

5 min read Oct 13, 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