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

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 ...

If you’ve ever worked with a financial planner, you could be forgiven for thinking it’s an incredibly complex profession that takes years of intense study to even get started. But the door is easier ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...

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 ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

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 ...