Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice ...

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

In a rate-cutting cycle, there are some moves investors can make to maximize returns, according to advisors on CNBC's ...

Investment advisory company OMC Financial Services LTD disclosed a new equity position in Palo Alto Networks ( PANW 0.92%), ...

A roundtable of CERTIFIED FINANCIAL PLANNER® professionals celebrates National Financial Planning Month and discusses how ...

October is recognized as National Financial Planning Month (at least according to certified financial planners).

Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.

As the holiday season approaches, many shoppers are feeling the pressure to spend on gifts, travel, and celebrations. However ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

CNBC has named Moisand Fitzgerald Tamayo to its 2025 Financial Advisor 100 list of the top 100 financial advisors in America.

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial assets Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor ...

Understand how retirement advisors help clients with retirement income planning, tax strategies and investment guidance Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy ...