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 ...

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 ...

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 ...

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 ...

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

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 ...

Whether you’re retiring and rolling over your 401(k) or just starting to build your financial future, it pays to get trusted financial advice. The key word here is “trusted”! There’s plenty of ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

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

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 ...

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 ...