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NEW YORK (CBS.MW) -- Even though at least 200,000 people claim to be financial planners -- some experts estimate the total at 400,000! -- a good planner can be exceedingly hard to find. A prime reason ...

Acquiring an existing business is one avenue to growth, but it can also meet other needs for your advisory firm. Over the ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Before you agree to work with a financial advisor, you need ...

Running a business or being self-employed can present some unique financial challenges. At some point, you might begin to wonder if it makes sense to hire a financial advisor. An advisor can help you ...

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those ...

Readers of my column discover pretty quickly that I’m a big fan of financial planning. It isn’t just my profession; it is my passion. Anybody can live a better, more satisfying and ultimately more ...

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 | ...

Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency ...

When it comes to financial planning, finding the right balance between saving for the future and enjoying the present can be a challenge. In my family, I have seen polar opposite approaches to ...