Identifying the right financial advisor takes time. It’s a challenging process requiring a high level of trust. While it may be scary to give control of your hard-earned assets over to another ...

Financial advisors spend their time working with these issues and are there to guide you through your own financial journey. If you’re looking for an advisor who can provide real value to you ...

When choosing a financial advisor, look for red flags, such as lack of responsiveness, high fees and pushing certain investments. If you are unhappy with your portfolio’s performance ...

Your financial advisor can help you look into all these areas in more detail, but it's helpful to at least get a sense of where you're at so you can choose a financial advisor with expertise in ...

Registered investment advisors and investment advisory companies are what investors look for. Financial coaches help clients focus on money-related goals. They are not licensed and their financial ...

In the world of personal finance, the coaches are financial advisors. But how do you determine whether and when you need one, what type of advisor is best for your needs, and how to select one?

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Let’s consider what makes financial planning for HNWIs unique, what you should look for in a financial advisor and how to select one: — What makes financial planning for HNWIs unique?

How to find a financial advisor for estate planning. What to look for in a financial advisor for estate planning. An estate planner helps you create a plan for how your assets will be handled ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...