Your financial advisor might also be your meditation coach

Jul 7, 2023
Many young adults, in particular, are looking for a more holistic approach to money. And the ones that do hire financial advisors want to talk about their mental and emotional wellbeing as well as the stock market.
"We don't want financial planners practicing therapy," said Sonya Lutter, who teaches financial health and wellness. "But we want them to engage in conversation. We want them to recognize when there's anxiety issues."
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Why your advisor's retirement advice might change

Apr 8, 2016
The new 'fiduciary standard' means your financial advisor has to put your 'best interest' first.

Why you should be wary of your financial adviser

Aug 12, 2014
Brokers don't always act in clients' best interest.

Should you DIY or hire a financial adviser?

May 8, 2014
How to figure out if you should fly solo or hire a professional financial adviser.

Your guide to hiring a financial planner

May 24, 2013
In a tight financial spot? Or maybe you'd like ideas on smarter ways to spend your hard-earned money? Then perhaps it's time for you to seek professional help and hire a financial planner. But before you do, take a look at our tips on how to find the perfect planner for your personal finances.

Navigating the financial aid maze

Mar 6, 2013
More parents are turning to college financial planners for advice on how to pay for college.

Explainer: How to choose a financial planner

Jan 13, 2013
Finding a financial planner is a tricky business. Here are some of the key questions to ask.
Finding  a financial planner is a tricky business. Here are some of the key questions to ask.

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Finding a good financial adviser

Mar 16, 2012
CBS MoneyWatch’s Jill Schlesinger on the right questions to ask before handing your financial future over to a pro.
Choosing the right person to handle your finances should be taken seriously, says Jill Schlesinger.

Good reads

Dec 12, 2011
Here are some recent stories on a variety of personal finance subjects.