The financial advisor of the future must go beyond today's conventional wisdom to favor a more complete risk management framework that better recognizes the retirement income needs of millions of ...

Learn how independent financial advisors operate.

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.

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 ...

Wealth advisors typically serve high-net-worth clients and may provide more services than other financial advisors. Many, or all, of the products featured on this page are from our advertising ...

Choosing your advisor may be one of the most important financial decisions you make. Your advisor will be your partner in making financial decisions and choosing your investment strategy. Many people ...

Getting a handle on your money is often a team effort. It's important to get advice from experts when it comes to deciding where to invest your money, how to grow and preserve your wealth and even how ...

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 ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Many individuals hesitate to engage a financial advisor because they believe they don't have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients due ...

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 ...