Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

HARTFORD, Conn.--(BUSINESS WIRE)--UBS Wealth Management USA today announced the formation of Stone Harbor Group, a new team of Financial Advisors in its Hartford, CT office. The nine-person team ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

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.