SmartReads/Financial Advisor/Advisor Basics

Advisor Basics

Latest Articles

Advisor Basics

Can Any Person Serve as a Fiduciary? Eligibility Requirement...

May 1, 2025Read More

Advisor Basics

6 Warning Signs You Hired the Wrong Financial Advisor

April 28, 2025Read More

RIA vs. Financial Advisor: Which Should You Choose?April 10, 2025
How to Find a Financial Advisor for RetireesApril 10, 2025
Are All Financial Advisors Fiduciaries? How to TellApril 8, 2025
What Is a Fiduciary Relationship? Definition and ExamplesApril 8, 2025
Finding a Financial Advisor as an American Expat OverseasMarch 23, 2025
What Does a Certified Senior Advisor (CSA) Do?March 20, 2025
One-Time Checkup With a Financial AdvisorMarch 14, 2025
Financial Planner vs. Financial AdvisorMarch 14, 2025
Financial Advisor vs. AccountantMarch 14, 2025
Finding a Christian Financial AdvisorMarch 14, 2025

←

1...12

→

Share

Categories

Advisor Resources
Auto
Career
Checking Account
Credit Cards
Credit Score
Data Studies
Debt
Estate Planning
Financial Advisor
Insights
Insurance
Investing
Life Insurance
Mortgage
Personal Finance
Personal Loans
Refinance
Retirement
Small Business
Student Loans
Taxes

Get in touch

SmartAsset

Get Social

Legal Stuff

Online Tracking Opt-Out Guide

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.