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Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

“You should break up with a financial advisor if they are unwilling or unable to explain the financial plan they have – with ...

The death of the advisor” has been a narrative since 1999 with the inception of E trade, then again in 2008 in robo advisors.

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.