A holistic financial plan goes beyond—here’s how to approach it.

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 ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to ...

Wars and conflicts abroad, while they can lead to short-term market volatility, do not impact the fundamentals of investing.

Global conflicts can spark short‑term volatility, but long‑term investing fundamentals stay the same. Learn how to manage ...

A new survey from the American College of Financial Services reveals notable gaps between the services financial advisors offer and what clients are requesting, particularly when it comes to tax-based ...

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

For the first time in at least three years, the ranking of fee-only financial planning firms with the most financial advisors has a new No. 1. The list shows the extent that fee-only firms have been ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

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 ...