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Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...

Andrew Latham is a certified financial planner and content director for SuperMoney.com, as well as a contributor to publications such as Forbes, The Wall Street Journal, Kiplinger, the Chicago Tribune ...