Explore how financial advisors and financial planners differ.

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

Imagine an investor walking into your office for the first time. After a short exchange of pleasantries and introductions, you go through your standard conversation-starter questions. Then, in some ...

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

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Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.