How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

“By April 2025, over 135 advisors at Edward Jones had earned the Certified Kingdom Advisor designation, and over 100 more ...

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

Have a question about your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic ...