Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

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 ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

Once you have your financial details in front of you, review the information carefully to see where your money is going, what ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever the topic of talking with a financial ...

Hiring a financial adviser is a key way to manage your retirement nest egg with less stress. Many people get overwhelmed when tackling retirement planning. Even those with big paychecks and a Wall ...

According to the Investment Adviser Association, there are approximately 15,870 advisers registered with the SEC. So, if you’re trying to find a financial adviser to help you manage or grow your ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Here’s how to chart a realistic course to financial freedom.

This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Check back weekly for the next story, or find it by following ...

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and psychographic data and come up with lists of new prospects at extraordinary speed.

Women are set to control a growing share of U.S. wealth, and financial advisors who ignore them risk missing out on a $10 trillion opportunity. These findings come from a new McKinsey study, "The New ...