Handing over your financial information and trusting someone with your money requires more than a random pick from an online ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Before you agree to work with a financial advisor, you need ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

Preparation is key. Thinking through these possibilities before you need them helps put you in a stronger position to respond confidently if change comes unexpectedly.

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can ...

While previous generations made money just to create a fat bottom line, Gen Z appears driven to create balanced lives. As ...

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says ...

Question: “What can I do if my parents’ financial planner helped my sister rob our parents’ estate and reinvest the money with him? How long do I have to take action? I don’t know any good audit ...