Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is ...

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

Regardless, you can reach your advisors via phone during normal business hours or digitally through your dashboard. Why We Picked It: With their affordable pricing, access to certified 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 ...

Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.

Over 4,000 Certified Financial Planners (CFPs ... when certificants move from one state to another. The number of financial advisors in an area can affect the quality and availability of ...

Discover what a certified check is, how it works, and when to use it. We'll explain the advantages and potential drawbacks of using certified checks.

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.