Key takeawaysThe term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from.While credentials can be a good starting point for choosing a financial ...

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

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires ...

When is a good time to plan and adjust your portfolio for retirement? Should you work with your adviser for 1, 3, 5 or more ...

The job title “financial advisor” is relatively broad, and this individual must hold a North American Securities Administrations Association Series 65 license.

Their financial advisor says yes, but they’re clearly having doubts. Even though $7 million is a lot of money, I can see why the poster is struggling.

Certified Public Accountants (CPAs) are in high demand across the United States due to the increasing complexity of tax laws, constant evolultions in the financial industry, and a significant portion ...

Paying a financial advisor can be worth it if you get enough value to justify the cost. But determining whether this is the case can be easier said than done.

You know you need a financial advisor to manage your money—but what if you don't know anything about financial matters? Here’s how to tell if they’re doing a good job at it.

Learn to make a living providing financial advice to others. Understand the job and certification requirements for each type of advisor, including CFP, CFA, and others. In order to become a ...