Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

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 ...

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 ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

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