Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance diverse responsibilities.

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

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 ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

Almost half of Americans want to work with financial advisers who understand and embrace artificial intelligence (AI), according to a recent Northwestern Mutual report. To help financial planners ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...