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

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Planning for today. Preparing for tomorrow. When it comes to money, most people don’t worry about headlines until they hit home. Rising interest rates, market volatility, inflation—it can all feel ...

When Betsy Goldstein began divorce proceedings at age 53, she found herself confronting a complex web of tax forms, retirement accounts and housing deeds—financial matters she hadn’t bothered with ...

BOISE, Idaho, July 30, 2025 /PRNewswire/ -- Inspire Advisors, a Christian RIA platform, is proud to announce that it has been ranked as one of America's Top RIAs for 2025 by Financial Advisor Magazine ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

The Financial Planning Association has selected three recipients for the FPA Diversity Scholarship, which recognizes people who encourage diversity in the financial planning profession and in the ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...