Working with Advisers

Choosing an Adviser

If you decide that investing on your own is not for you, one of the most important investment decisions may be choosing the right financial adviser.

Client-Adviser Relationship

Think of your relationship with your adviser as a partnership. You both have responsibilities and should be working together to achieve your financial goals. The role of your adviser is to give you helpful, informed advice as you build and carry out your plan. In turn, you can make the relationship productive by being clear and honest about your financial situation and expectations.