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

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Explore how financial advisors and financial planners differ.

A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge ...

Discover the key differences between financial analysts and advisors. Learn about salary, education, and skill requirements ...

A financial advisor can help you identify and achieve your financial goals. Consider hiring an advisor if your finances are complex or you experience a major life event. Choose an advisor you feel ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

Yes, whole life insurance is a type of permanent life insurance and includes a cash value account with a guaranteed minimum rate of growth. Can the cash value of my whole life insurance policy ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...