Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

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

NEW YORK (CBS.MW) -- Even though at least 200,000 people claim to be financial planners -- some experts estimate the total at 400,000! -- a good planner can be exceedingly hard to find. A prime reason ...

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

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. A recession is not the time to panic about your finances, and if you find ...

Anyone well-versed in financial literacy understands the importance of finding a savvy financial advisor to build a solid foundation for the future. The tricky part is when you’re an expat looking for ...

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 ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

The word “recession” itself is often panic inducing for many people, and it can lead to investors making snap decisions that can be detrimental to their financial health. Working with a financial ...