Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. The term ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Learn when and how to switch financial advisors.

Estate planning is about protecting your loved ones, preserving your values and ensuring your legacy lives on. Yet over 50% of Americans still don’t have an estate plan in place. That’s where ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

When building a financial plan or an investment strategy, most people start in the wrong place. They waste time chasing tactics; they try X or Y or Z for a short period, think it "doesn't work," then ...

A financial planner shares 5 smart wealth strategies retirees should consider now to protect their savings and thrive in ...