Financial Advisors

Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.

Financial Advisor Basics

Do you need wealth management?

Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.

6 min read

What is a CFP?

The CFP certification is one of the most highly sought-after designations for financial professionals. Here’s how they can help you manage your money.

7 min read

What is a fiduciary duty?

Many professions can have a fiduciary duty.

6 min read

What to do if you're retiring

It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

7 min read

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CFA vs. CFP: Which one is right for you?

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What is wealth management and do you need it?

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What is an investment advisor and what do they do?

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What is a fiduciary duty?

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