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 ...

When advisors fail to follow up on a PR or marketing activity, then it very well may end up becoming a waste of money. To ...

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 ...

Financial advisors provide expert advice, planning, and investment managing skill to help folks reach their financial goals. Morsa Images/Getty Images What does a financial advisor do?