Home; Kiplinger Advisor Collective; Looking for the Right Tax Professional for You? Seven Factors to Consider. The right professional will help you more than just once a year.

When selecting a financial advisor, consider their credentials, experience, and reputation. Look for advisors with certifications such as CFP (Certified Financial Planner) or CFA (Chartered ...

As a financial professional doling out life and money recommendations, professional liability insurance is an important part of the financial advisors’ back end resource suite. This product can ...

These advisors will work together to help you get the most out of your education and keep you on track for graduation. The Office of Student Services in the College of Liberal Arts provides academic ...

Advisor Certification Program Program Overview. The Advisor Certification Program is a multi-level program that covers five proficiency areas, aligned with the Global Community for Academic Advising’s ...

General liability insurance covers injuries and property damage you do to others. Professional liability covers mistakes you made, such as bad advice.

According to Nerd Wallet, the typical cost of a financial advisor depends on how much money they manage for you—around 1% of your account balance for an in-person financial advisor, compared to ...

There are various free professional financial advice resources available, including pro bono financial advisors, free online courses, free worksheets and workbooks, and more.

The rule provides that a financial advisor has fiduciary obligations if they receive compensation to offer investment advice or make investment recommendations to retirement investors, including ...

After Curtis Brown's 30-year tenure with Merrill as a financial advisor who became a branch manager and a high-ranking executive, friends and colleagues urged him to tell his story in a book.

However, only 33% of Americans have met with a professional financial advisor. A newer study in 2024 by YouGov revealed that just 27% of Americans are currently using a financial advisor.