It's possible, for example, that someone who becomes a Certified Financial Planner (CFP) chooses to call themselves a financial consultant, rather than other common terms like financial advisor or ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Need expert guidance when it comes to managing your investments or planning for retirement? Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals.

Estate planning is essential for families who want to secure financial stability and build generational wealth.

In October's roundup of pressing issues in the wealth management space, learn about the CFP Board's problematic advertising ...

A recent research paper offers up some unexpected results regarding the best ways to manage retirement income.

Discover what kind of work private bankers do, and learn more about how you can develop the experience and qualifications required to work in the field.

A business financial advisor is a hired professional who specializes in matters such as retirement planning for the ...

Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way.

Wealth isn’t typically built overnight. It takes a series of moves over time. With that in mind, we’ve crafted a game plan ...