Category Archives: Retirement

Why Hire a Financial Advisor?

Bill Cox & Ethan Brown

The financial field is evolving a rapid pace, accelerated by new fin-tech innovations and low-cost investment solutions. Robo-advisors are taking share from human advisors, and people are ditching traditional money managers in favor of passive index investing. It begs the question – why even have a financial advisor anymore? Well, the reality is that while these new innovations certainly do have a place in the investment world, a qualified investment advisor still serves a critical role. In fact, with all the changes occurring in the world, we would argue that it has never been more important to work with a future-ready advisor than right now.

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Choosing Your Financial Advisor – A Different Perspective About What’s Important! (Part 1 of 2)

When searching for a new financial advisor, the traditional method is simply to ask a friend who they use and take their recommendation. You could also do a Google search and systematically work your way down the list with subsequent screenings, phone calls and interviews. Further, you could even peruse journals such as Boston Magazine that rate the “Top Local Financial Advisors” or Barrons that lists the nation’s “Top Stockbrokers” – and hope that one of those “Superstars” will give you a minute of their time. Finally, you can respond to the invitation that falls out of your morning paper inviting you to attend an “educational” seminar at the local Holiday Inn.

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