Questions You Should Ask When Picking a Financial Advisor

A new study shows that the performance of ones investment is not the only factor in their happiness with that investment.

The other main factor?  Their finacial advisor.

Craig Martin, director of investment services at J.D. Power & Associates, said “The study finds that there are two elements beyond investment performance separating firms with high satisfaction from those with low satisfaction: the person that investors credit for their investment performance and the relationship investors have with their advisor.”

When the time comes to talk to a financial advisor, here are some important questions to ask:


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