Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, ...

Discover expert tips on budgeting, investing, and maximizing VA benefits for veterans. Protect your finances and achieve your ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...

While his guidance has helped millions get out of debt, not everything he says gets a thumbs-up from financial advisors.

In 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices ...

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...

Artificial intelligence isn’t just changing how we work or create. It’s now changing how we manage our money. A new survey by ...

Powerball’s $1.7 billion jackpot may create a new ultra‑rich winner, but financial planners say what happens after the ...