Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

When it comes to debt, math and emotion don’t always align — sometimes keeping that home loan is the smarter move.

Handing over your financial information and trusting someone with your money requires more than a random pick from an online search. Bad... The post Find a Financial Planner You Can Trust appeared ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

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 ...

The Financial Planning Association announced that its four annual national conferences are being reengineered and rebranded to make them more impactful and relevant in what has become a crowded ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Before you agree to work with a financial advisor, you need ...

We spoke to Jason Maas and Andy Burish of The Burish Group at UBS Financial Services Inc. about the state of the market, how to make informed financial decisions and the importance of working with ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

Question: “What can I do if my parents’ financial planner helped my sister rob our parents’ estate and reinvest the money with him? How long do I have to take action? I don’t know any good audit ...