Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. A financial planner can be — ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...

Opinions expressed by Entrepreneur contributors are their own. For many, when you start your first job and begin the onboarding process, you’re introduced for the first time to the concept of taxes, ...

There are quite a few misconceptions when it comes to working with a financial planner. For one, you might think that financial planners only work with the rich. Or, you may expect that they're just ...

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

Financial planning can be the secret to a building a happy life, yet it's too often treated as just that — a secret. Only 21 states require some kind of personal finance curriculum for high school ...

Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

Matt Danielsson has 21+ years of writing experience and 7+ years as a financial advisor. He is the founder of Danielsson Enterprise. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He ...

Many would argue in the negative and say private wealth management is just a fancy term for financial planning that makes the manager in question sound more upscale. Like Blanton's is to Jim Beam; at ...

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 ...