Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

It's never on anyone's to-do list to carefully look at all the statements they're receiving. Most tax filers either hand those documents over to a professional or, if they are do-it-yourselfers, ...

Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Certified financial planner, Chad Olivier, discusses how long term investing is the key to growing wealth. Welcome to Money ...