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

His objective after graduating from the Columbia School of Professional Studies (SPS) is to become a Certified Financial ...

Debt can seem like a huge burden if you're on the verge of retirement, but it may be worth focusing on your retirement savings as your first priority.

But it may be managed by someone else. Your financial advisor. He or she may be the one determining your portfolio’s asset allocation, picking specific investments, and calling the shots on trades.

“You should review any official documentation ... search using FINRA’s site to learn more about their work history and any disciplinary actions that have been taken. You can also consult a certified ...

The test effectively ensures that the adviser is well-versed in financial market regulatory laws and regulations, allowing the advisor to provide customers with educated advice. A certified ...

5 Subtly Genius Moves All Wealthy People Make With Their Money GOBankingRates spoke with two financial planners, Curt Scott and Sean Williams, about the biggest budgeting mistakes they’ve seen ...

Whether you create your own financial plan or engage in financial planning with a professional, such as a Certified Financial Planner (CFP), this broad process can help you manage your money ...