This article details how to pick the best financial advisor for you to prepare for retirement or handle other financial ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

A financial advisor can help you identify and achieve your financial goals. Consider hiring an advisor if your finances are complex or you experience a major life event. Choose an advisor you feel ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...

Yes, whole life insurance is a type of permanent life insurance and includes a cash value account with a guaranteed minimum rate of growth. Can the cash value of my whole life insurance policy ...

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

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Staying ahead in financial advising takes more than expertise—it calls for ongoing learning, meaningful connections, and a focus on emerging trends. With a packed calendar of conferences each year, ...