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

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

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.

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

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

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

Horne, Certified Financial Fiduciary and CEO of Transition Advisor Group, joined us in the studio this morning to share details on a Retirement Toolkit that Transition Advisor Group is now ...

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

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

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

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...

You and your spouse might align on goals but still disagree on the best investments. For example, one partner might shy away ...