After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my own finances. Here’s what I learned.

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Technological advancements, changing fashions, and greater economic uncertainty appear to be convincing the latest generation of young adults to seek financial advice sooner than usual.

Finding a CFP was surprisingly easy The first step was to seek out an advisor. There are many types of financial advisors, but I knew I wanted to meet with a certified financial planner.

I set up our very first meeting with a certified financial planner, and learned a lot from the experience. If you’re curious about what it’s like to talk to an advisor, maybe you’ll learn ...

In this environment, some financial advisors are establishing social-media presences as a way of reaching new potential clients and combating some of the misinformation swirling around the internet.

The former Nitrogen CEO is back with the launch of Contio, a software company that helps advisors power more effective meetings.