Learn how independent financial advisors operate.

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

Contrary to popular opinion, a financial advisor is not necessarily the right choice for everyone -- with some income ...

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

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

You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re ...

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

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.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

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 ...