The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services Written ...

An independent financial adviser (IFAs) can offer guidance on investments, taxes and retirement planning and help you navigate major life transitions, like the birth of a child or marriage. Some ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

Plenty of Americans want financial help, but only about one third use a financial adviser, according to Statista. So what gives? As many as three in five say they simply aren’t sure where to look, ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Nowadays, you can find many people who call themselves ...

Achieving and maintaining confidence in your financial adviser’s professional skill set and knowledge is more than just a “nice-to-have” — it is critical to safeguarding your wealth. As an investor, ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. If you are looking for expert guidance on complex products such as investments, mortgages ...