Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. A financial advisor helps you build wealth and achieve financial ...

The University of Nevada, Reno introduces a new CFP®-aligned online program, preparing students for careers in high-demand financial planning.

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...