The term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from. While credentials can be a good starting point for choosing a financial advisor, it’s just ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you articulate where you would like to go on your financial journey and provides ...

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. When looking ...

A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement ...

More and more families are entrusting independent advisors to manage their assets. But how does one choose between countless ...

Robo-advisors may be more suitable for investors who are just getting started. Here's how to know when a human financial ...

Many people feel stressed when thinking about their financial big picture. The number of investment choices can seem ...

Choosing a financial adviser has been likened by experts to finding a good doctor or a mechanic. You must get to know the person, feel comfortable in your interactions and come to trust them ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...