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

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and ...

Forbes contributors publish independent expert analyses and insights. Natalie Colley helps women plan financially for major life changes. Ever wonder why Olympic athletes have coaches? These are ...

Working with a good financial advisor can have a profound impact on your financial life. It can mean the difference between retiring at 55 or working until you are 70. It can affect whether your ...

Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Historically, it was difficult finding advisors willing to work ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Corporate financiers need advisors who understand executive compensation and have expertise in tax strategies, particularly regarding stock options and equity-based incentives. The ideal advisor ...

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.

Jason and Louis Diamond explore key advisor developments from 2025 and predict major trends for 2026 including deal ...

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 ...

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 ...