Anyone can call himself or herself a financial planner. If you are ready to seek the services of a financial planner, and to ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Host Robert Brokamp speaks with Hannah Moore, founder of Amplified Planning, and creator of The Externship, a summer program for aspiring financial planners and people who want to build their own ...

As you explore hiring a financial planner or advisor, keep the following pros and cons in mind.

Speaking to loved ones about what’s going on with our bank accounts can be tough enough, so it’s understandable that the idea ...

Choosing the right financial advisor can shape your financial future, but not all advisors are created equal. Understanding fiduciary duty, fee structures, and how to vet credentials can protect you ...

The benefits of being a professional financial planner. The future of the profession, especially in a world of AI. How to start exploring the financial planning profession. Considerations for making a ...

Discover what a Certified Financial Planner (CFP) does and how they provide tailored financial advice, backed by rigorous ...

AI is transforming how financial advisors do business. Find out if the AI assistant Altruist Hazel is right for your practice ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

As your wealth grows, so does your financial complexity. These firms have the experience and services necessary to manage ...