A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Handing over your financial information and trusting someone with your money requires more than a random pick from an online search. Bad financial planners can cost you tens of thousands of dollars ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find a financial advisor near you or online. Many, or all, of the products featured on this page ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, ...

The story has become a common one: A financial advisor seeking to add high-net-worth clients to her roster enters into a partnership with a trust company. The advisor works hard developing ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.