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Financial Advisor for Retirement: Services and Examples

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it ...

Holistic Wealth Planning: Why Your Financial Picture Needs More Than Just A Number

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...
InvestmentNews

Who will be among the 5-Star Financial Planners in 2026?

InvestmentNews proudly celebrates the financial planners who set the standard for client service, innovation, and excellence.
Wall Street Journal

Financial Advisor vs. Financial Planner: What You Need to Know

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 | ...
USA Today

What is a certified financial planner (CFP)?

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

LPL Financial Buys Stake in Private Advisor Group, a $41 Billion Wealth Manager

LPL joins Private Advisor Group’s other backer, Merchant Investment Management, which bought a minority stake in the wealth ...
Kiplinger

Financial Planner vs Investment Manager: Who's the Better Value for You?

April 5 couldn't have been easy. Panic consumed the day after a near 6% S&P sell-off. But the American College of Financial Services' Advising Through Uncertainty Study has found that most financial ...
MarketWatch

I just want a financial adviser to help every now and then — but most of them want me to pay them year round. No thanks. What’s my move?

Question: I find my need for a financial adviser to be episodic, but most models require a consistent fee. What other options should I consider? Answer: Fortunately, there are many different financial ...