Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

The certified financial planner (CFP) designation is widely recognized by many professionals and considered to be the gold standard in financial planning. Advisors have to meet rigorous education, ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

An overview of the financial planning landscape What to look for in a financial planner. Understanding how planners get paid. Where to find fee-only fiduciary planners who work on your terms, whether ...

WSJ | Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

Wealth management can be a notoriously difficult field to succeed in, with Cerulli Associates placing the rookie washout rate at more than 70%. One potential lifeline for early-career advisors: ...

WSJ | Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.