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 ...

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its marks to ...