Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

The 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 advisor, it’s just ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

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

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

Financial advisors help you manage your money and prepare for your financial future. They can earn advisory fees or commissions on the products they sell. Robo-advisors are a low-cost alternative if ...

HNWIs require strategic planning to preserve their wealth.

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