Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

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

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

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, ...

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 ...

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: ...

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, ...

As savings and investments expand, financial planning needs to evolve, shifting from basic budgeting toward strategies designed to manage complexity.

Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and learn about the profession.