Op-ed: Be sure to ask these 5 questions before hiring a new financial advisor
Publishing timestamp: 2023-03-16 12:12:35
Summary
The article provides five questions to ask a financial advisor to determine if they are capable of keeping up with a client's ever-changing needs. These questions include whether the firm's leadership has been in place for a long time and how many staff members are tenured, when the firm last upgraded their technology and how integrated it is, what safeguards they have in place to protect customer data and thwart cyberattacks, and how many of their advisors are near or under 40. The article emphasizes the importance of finding an advisor who will evolve with a client's changing needs and stay ahead of the latest wealth management and financial planning trends.
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Keywords: business news, investment strategy, personal finance, wealth, american vanguard corp, personal saving,
Source: https://www.cnbc.com/2023/03/16/5-questions-to-ask-before-hiring-a-new-financial-advisor.html