Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

For some, working with a financial advisor may connote having pockets deep enough to meet with an expert in a ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

We often talk about financial planning and the importance of having a financial plan. Still, many people wonder, what does a financial planner actually do? A good planner will first get to know you as ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Only 45% of Americans describe themselves as disciplined in financial planning. Working with a financial advisor can help you answer critical financial questions. The term “financial advisor” includes ...

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 ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...

A lot of excellent personal finance advice, including the kind you’ll find at GOBankingRates, boils down to one core nugget of wisdom: Consult a financial advisor you trust. You think it will be ...