Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it casually or skip the vetting process altogether. With countless ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

John Clamp, chartered financial planner at Bowmore Financial Planning, warns that extending inheritance tax to pensions from ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory issues while building trust and crafting effective plans.

Some financial advisors are paid by mutual fund companies for as long as their clients own their funds. Here's how it works.

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

Aug 22 (Reuters) - UK-based investment management firm Tilney said on Tuesday it appointed Jane Garrick as chartered financial planner at it's Birmingham office. Garrick was a private banker at ...