With the constantly evolving competitive landscape, advisors should look toward online blogs, journals, and news outlets to stay on top of the latest industry developments and maintain their ...

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

A couple explains why hiring a financial planner delivers peace of mind, better decisions, organization and confidence in ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

NAPFA does not define the legal fiduciary standard for the public, nor should it attempt to. What NAPFA can do, and what it was formed to do, is to clearly define, promote, and defend the fee-only ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

Hiring a financial planner can deliver a return that can’t be quantified: peace of mind. Paying for expert financial advice ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.