How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Historically, it was difficult finding advisors willing to work ...

The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t serve your interests.

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

A financial debt advisor can help you make a repayment plan.

You may need a financial advisor if you're facing big life changes, have no financial goals, have complex job pay, high tax bills, no time for finances, and more. Many, or all, of the products ...

Finding the right financial advisor can be daunting, but understanding the differences and strengths of each firm can help you find one that fosters a successful partnership and aligns with ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...