If you've made the decision to work with a financial advisor, congratulations are ... You can perform a search well before your first meeting. Review the firm's mission, scope of services ...

Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, uses a meeting guide in preparation for and during meetings with clients. It allows ...

when by tradition client review meetings take place. These meetings, once predominantly about investments, have tilted more toward financial planning over the years. Advisors have also integrated ...

These meetings occur via video ... Helping You Make Smart Financial Decisions Get the Forbes Advisor newsletter for helpful tips, news, product reviews and offers from a name you can trust.

LPL Financial has unveiled its latest proprietary technology designed for its network of 17,000 advisers to shave off time spent preparing for meetings ... a template for annual reviews that ...