Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...

Wealth management platform Osaic recently launched its Wealth Advisor Academy, a professional development initiative for financial professionals. Processing Content The program is live after a ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and rebuild your financial health ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

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

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a reassuring sales pitch. It's about deciding who will influence how your money is ...