CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Financial advisors help clients with their finances and come in many forms. Financial advisors help clients manage cash flow, pay off debt, select investments and more. CFPs and wealth managers are ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Molly Grace is a staff money writer at Buy Side ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

Question: “I cannot figure out what a money manager does. I see a figure of 1% for a management fee. If I invest $10,000,000 with the manager, I would pay a fee of $100,000. So the way I see it, the ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...