How to Get Financial Help From the Pros

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Sharper Insight. Smarter Investing. Manage Preferences HELP FROM THE PROS Even the most knowledgeable investor will often use the services of a financial advisor. This unit will give you the tools to pick the best advisor for your needs. We will also learn about the new, still controversial robo-advisor option, which comes in the form of online wealth management services that provide automated, algorithm-based portfolio management advice without the use of human financial planners. Robo-advisors (or robo-advisers) use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning. Investopedia's Advisor Insights network compiles investing-related questions posed by our users and answers provided by our network of more than 400 active financial advisors, Ask a Question. What Do Financial Advisors Do? Just what does a financial advisor do? A lot, in fact. And any potential client should do their due diligence and come prepared with questions. Read More How to Find a Financial Advisor / Planner How should you go about finding the right financial advisor? The first step is to figure out what sort of professional help you need. Read More How To Select A Financial Advisor Understanding one's own needs and what different advisors do are critical elements in the selection process. Read More Investing for Beginners Learn the basics of investing, how to start managing your portfolio, reduce risk, and make smart decisions from a trading and investing analysis professional at Investopedia Academy. Enroll Now. What Does A Broker Do? The most important thing to realize is that brokers are salespeople. They get a commission when you trade. Read On Pros & Cons of Using a Robo-Advisor Robo-advisors come in all shapes and sizes. This article goes through the pros and cons of this new approach to financial advisory services. Read On Robo-Advisors: How to Pick the Best One for You Looking to simplify your investing life? We've sifted through some of the top robo-advisors to help you choose the one best for you. Read On What's the Best Robo-Advisor? Which robo-advisor is right for you? There are many factors to consider, including the breadth of services, ease of use and cost. Read On You are currently subscribed as: techandgio.cpex@blogger.com Unsubscribe  |  Manage Subscriptions Investopedia, LLC, A Division of IAC. 114 West 41st St, floor 8, New York NY 10036 Copyright © 2018, Investopedia, LLC. All Rights Reserved Follow Us: