Tom Balcom, CFP and founder of 1650 Wealth Management in Lauderdale-by-the-Sea, Florida Investment management has a direct impact on financial planning. If the client is seeking a more ...

Wealth advisors provide financial planning and investment management services to individuals with high net worths. They create wealth management plans that consider both their clients’ short ...

The internet has been transformative for independent financial advisors in allowing them to show what they can offer beyond off-the-shelf investment strategies and demonstrating to consumers that ...

Then, the advisor is free to focus on financial planning and investment advice and leave the investment management to others. SUBSCRIBE: Get the weekly U.S. News newsletter for financial advisors.

Similar though they may seem, investments advisors are not the same as financial advisors. This article examines the difference between the two and how to become an investment advisor.