How to Get Investment Advice

Investment advice is practical guidance from financial professionals on how to manage your investments and allocate funds in a way that aligns with your financial goals. It may include recommendations on specific investment products and/or strategies, as well as the structure of your portfolio.

The Investors Centre are many options available to get investment advice — from online tools like Bankrate’s AdvisorMatch to traditional financial advisers. You can also access standalone investment advice, or as part of a holistic financial plan that considers all aspects of your finances. Whether you choose to meet face-to-face, over the phone or video call, or use a fully automated platform, you can be matched with an advisor who is right for your needs and communication preferences.

The Best Investment Advice for High Returns

Depending on how you choose to receive investment advice, there are various fiduciary obligations and other regulatory requirements that you should be aware of. For example, an investment adviser that serves clients on a fiduciary basis is required to put the client’s interests ahead of their own and to disclose any conflicts of interest. On the other hand, broker-dealers must only follow a suitability standard and make recommendations that are “suitable” for their clients’ financial circumstances and objectives.

One of the most important pieces of investment advice is to think long-term. By focusing on the big picture, you’ll be less likely to panic when the market takes a dive, and you’ll give your investments time to recover. And that can mean a bigger payoff in the long run.