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

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 ...

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 ...

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 ...

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, ...

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 ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

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, ...