Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

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 ...

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

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 ...

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 ...

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, ...

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, ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.