Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your investments responsibly. Others might dazzle you with charm, but your portfolio ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

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

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 ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

NEW YORK--Lately the market has made more dips and turns than Highway 1, and it is hard to keep up. Stop chasing the Nasdaq, and get professional help-hire a financial planner whose job it is to help ...

Wealth management can be a notoriously difficult field to succeed in, with Cerulli Associates placing the rookie washout rate at more than 70%. One potential lifeline for early-career advisors: ...

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 ...

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, ...

As savings and investments expand, financial planning needs to evolve, shifting from basic budgeting toward strategies ...

I’ll let you in on a little secret: Even money experts can feel intimidated when walking into a financial adviser’s office for the first time. There are a few reasons for this nearly universal ...