Explore how financial advisors and financial planners differ.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to find one. Where should I start looking? What questions should I ask? What else should I know in order ...

Learn how Wealth Enhancement compares to other financial advisors.

Forbes contributors publish independent expert analyses and insights. I explain key wealth management issues to consumers and professionals. The best financial advisor for an entrepreneur like you is ...

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 ...

If an AI suggestion costs you money, there is no recourse. You cannot hold it to professional standards. A certified ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Financial advisors are operating in every town or city across the country, and some boosted their income by double digits last year, according to a new study. If that news comes as a surprise to those ...

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 ...