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

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 ...

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 ...

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

Two financial planners, James Sanford and Taylor Kovar, suggest the best things to do when you run out of savings.

A financial advisor can help you with any number of planning needs, from retirement savings to tax consequences to basic financial strategies. But this type of financial advice doesn’t come without ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

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 ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to ...

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 ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.