Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them ...

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...

Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Northwestern Mutual is seeking to convert Pinterest users into financial planning clients through a visual quiz that leads to the firm's website. With many financial advisors still having no social ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

A fiduciary has a legal and ethical duty to act in another person’s best interest. Financial advisors help clients manage various aspects of their financial lives. Not all advisors are fiduciaries, ...