Explore how financial advisors and financial planners differ.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Learn how robo advisors compare to human financial advisors.

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to find one. Where should I start looking? What questions should I ask? What else should I know in order ...

Use our search tool to generate a list of financial advisors near you. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should evaluate your current adviser to determine if they are worth their fee — or ...

Forbes contributors publish independent expert analyses and insights. I explain key wealth management issues to consumers and professionals. The best financial advisor for an entrepreneur like you is ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

In a recent episode of Weathering Parenthood, host Lauren Olesky speaks with financial advisor Danielle Barak about the ...

Discover tax-saving strategies for financial advisors, including deductions on business expenses, entity structuring, and ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...