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

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

Recent data shows only slight improvements, with women making up 24% of certified financial planners (CFPs ... a larger and more diverse client list. It will be a list that reflects the diversity ...

The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

The ranks of certified financial planners swelled by more than 4,000 nationwide in 2024, bringing the total to 103,093, the Certified Financial Planner Board of Standards reported in early January.

Understanding each one will help you appoint the right people Hanna Rubin is the director of registrations for the NY State Attorney General’s charity bureau with 20+ years of experience as an ...

Facet offers virtual, full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs. The investing ...

As a trusted personal finance writer and mortgage specialist, Maryalene LaPonsie has interviewed hundreds of certified financial planners, CPAs and wealth advisors, and distills their expertise ...

Not all advisors are equipped to address women’s unique needs. When evaluating services, consider the following: Credentials and Expertise: Look for certifications like CFP® (Certified Financial ...

This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...