Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Learn how independent financial advisors operate.

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Like other professions, financial advisors are affected by many factors, including location, income, client preferences and specific market characteristics. So, where an advisor earns the most can ...

Financial advisor and coach Hoss Tabrizi releases Unleash Your Greatnesses, a new book on personal growth, discipline, and self-mastery. This project is love in action. His storytelling is inclusive ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...