A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...

If you want to work with a financial advisor, it’s easy to get overwhelmed with the many types of advisors available. Not only are there many types of advisors, but there are different ways ...

But the different types of financial advisors can vary dramatically, and those looking for guidance should understand the kinds of service that various advisors may offer. Having a financial ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: "The legal obligations associated with being a fiduciary are ...

Becoming a financial advisor can lead to a lucrative career, but the real reward is helping clients achieve their dreams.

Typically, though, a financial planner is a type of financial advisor who specializes in helping you set financial goals and develop strategies to reach them. "Establishing goals will help you ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

I met with certified financial planner Christopher Manske, who explained what makes each type of CD different and the benefits of each one. Understand your current liquidity before picking a CD ...

Here’s how to understand these criteria: The advisors in our directory may specialize in specific types of advice or services—such as cross-border or international financial planning ...

The certified financial planner certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...