Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, ...

Jason Isaacs said he's spent "pretty much everything" he's earned as a TV and movie star. A financial planner told BI how to avoid lifestyle creep.

News 7 things financial experts wish they knew in high school Published: Jun. 21, 2025, 11:00 a.m. By Nerd Wallet ...

While no specific data shows how many financial advisors are LGBTQ+, we know that more than 76% of Certified Financial Planners™ are male. There has been a significant increase in racial ...

Rachel Gustafson serves as a certified financial planner with the Financial Investment Team, a firm based in Portland, Oregon. Over the course of a 12-year career in the field, she has a specialty ...

Cambrian Associates Limited entered administration on 11 June 2025 (Image: Pixabay) The business and assets of a financial planner have been acquired after the firm went into administration. Cambrian ...

Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details.

Check Out: Use This Checklist to See if Your Family Is Financially Secure Certified financial planners work with these high-income earners to help them turn an initial seed of wealth into a ...