How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Why does a financial advisor get a fee of 1% or more? That seems really high. If my return is only 4% (for example, in ...

If you want to up your financial literacy game and increase your net worth, turning to a financial advisor or financial planner could be a good move. How are these two types of financial professionals ...

On a cold day in Chicago in December 1969, 13 people met to discuss a better way to provide financial advice. They recognized that Americans would benefit from the counsel of a financial planning ...

Nerd's Eye View – Rounding out the list, Nerd's Eye View is written by Michael Kitces himself – providing daily commentary on financial planning ideas and industry developments, in addition to a ...

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 ...

Hiring a financial adviser is a big decision, and one that you should weigh carefully before jumping in. That means both doing your research, and maybe even a little personal soul-searching to ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Life expectancy is evolving, which will affect inv... Life expectancy is evolving, which will affect investors long before retirement planning Advisors can combat misconceptions to raise the bar for ...

A financial goal planner document is a tool that helps individuals outline, organize and track their financial goals. Whether you’re saving for a major purchase, planning for retirement or building an ...

Staying ahead in financial advising takes more than expertise—it calls for ongoing learning, meaningful connections, and a focus on emerging trends. With a packed calendar of conferences each year, ...