Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

I've written from time to time about the qualities to look for before you engage a financial planner, such as experience, professional qualifications and having a fiduciary responsibility to clients.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever you jump into a conversation on Reddit and the ...

Choosing someone to manage your money ranks among the most critical financial decisions you'll make — especially during periods of market volatility. While a good financial advisor guides you toward ...

The question I am asked more than any other is how to find a good financial planner who doesn't charge too much. I always have trouble with this one. Not only does the definition of "too much" vary by ...

You’re lying awake at 2 am, wondering if you’ll have enough money to retire comfortably. Will you be eating cat food in your golden years, or sipping piña coladas on a beach? If this sounds familiar, ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

For those thinking about changing careers by breaking into wealth management and becoming a financial advisor, the opportunity is there. Tens of thousands of advisors will retire each year over the ...

When markets go up, even advisors whose compensation rates have dipped have fewer reasons for complaining. They can at least take comfort in knowing their growing assets under management will boost ...

Managing your finances effectively doesn’t have to be overwhelming. Financial wellness apps simplify essential money tasks like budgeting and investing, helping you take control of your financial ...