These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments, Social ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Getting a handle on your money is often a team effort. It's important to get advice from experts when it comes to deciding where to invest your money, how to grow and preserve your wealth and even how ...