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In the News
5 Important Questions to Ask Your Financial Advisor
A financial advisor plays a key role in an individual’s financial life, so it’s important to ask the right questions to determine if an advisor is the right fit. Advisor success should be measured by advisors’ ability to act in their clients’ best interests rather than firm profits, and earning CFP® certification reflects that commitment to ethical standards and fiduciary duty.
BankrateJames Royal, Ph.D.
July 30, 2025