Certified financial planners and other wealth managers discuss the pros and cons of certificates of deposit and whether or ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

The future of finance lies not in choosing between human advisors and AI but in harmonizing the strengths of both to deliver ...

There was a time when I was hesitant to work with a financial advisor. It wasn’t that I didn’t think advisors offered value.

Many people see wealth as an endgame. When they've earned enough for their net worth to require that second comma -- ...

Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth ...

When is a good time to plan and adjust your portfolio for retirement? Should you work with your adviser for 1, 3, 5 or more ...

Not everyone feels ready to bring in a financial adviser. In fact, a lot of people assume they don't need one until they're ...

Financial advisors tend to work with a clientele that's more economically diverse than those of wealth managers. However, some financial institutions may still require a minimum amount for you ...

Suze Orman reveals the one type of financial advisor you need—and what they should be doing with your money to secure your ...