Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Discover why wealthy people favor non-traditional investments such as cash value life insurance, SBLOCs, and real estate for ...

When it comes to professional certifications, there's no shortage of niche options for financial advisors eager to skill up. The CFP Board's Certified Financial Planner mark — easily the most popular ...

Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they can ...

A financial advisor can play a pivotal role in managing your investments, planning for retirement and helping you navigate complex financial decisions. Vetting potential advisors ensures you find ...

In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

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 ...

Edward Jones, known for decades as the financial advisor to mass affluent and small-town investors, is quietly guiding its financial advisors to go upscale and chase wealthier clients. An indication ...