Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and ...

Almost 20 years ago, Saundra Davis witnessed an exchange between a volunteer financial advisor and his pro bono client that showed why "words matter so much," she said. "With the most earnest voice ...

HNWIs require strategic planning to preserve their wealth.

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...