More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

Financial advisory firms that do not offer more holistic financial planning may find themselves on the outside looking in with clients as more investors are realizing the importance of financial ...

Most Americans believe that to gain long-term financial security, seeking professional financial advice early between the ages of 25 and 39 is "highly important" or "critical." This is one of the ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...