Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

An independent financial adviser (IFAs) can offer guidance on investments, taxes and retirement planning and help you navigate major life transitions, like the birth of a child or marriage. Some ...

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2025. Here's how to pick the best financial ...

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 ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

CNBC has unveiled its Financial Advisor 100 list for 2025, ranking the top financial advisors and firms across the United ...