Identifying why you handle money the way you do and why you’re in your current financial situation can be a life-changing ...

Many people hesitate to consult a human financial advisor because they feel they don't have enough assets. Historically, this concern was valid. Many advisors prioritized clients with substantial ...

However, a robo advisor is often suitable for a young investor who doesn't have a lot of money in the market and doesn't yet need a comprehensive financial plan. For investors whose situations are ...

Financial planners make changes to their own financial plans each year — and sometimes that means temporarily easing up on ...

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...

I have $800,000 sitting in a money market account because I don ... consider working with a financial advisor.) First, it’s important to give appropriate respect to the concerns you have ...

Welcome to Money Diaries where we are tackling the ... I studied for and completed my financial adviser exams while working in this role, and it ultimately acted as an entry point to getting ...

But for most, getting to that financial reward takes time. Newer advisors make less money than their tenured peers: The highest earners have been in business for at least 11 years, a bracket in ...

Jill Schlesinger, CFP, is a CBS News business analyst. A former options trader and CIO of an investment advisory firm, she ...