For years, accounting has been seen as a back-office function focused on compliance, managing financial records and ensuring ...

But while an accountant can suggest these strategies, a financial advisor is often needed to execute the plan, as certified public accountants, or CPAs, typically are not licensed to set up ...

accountant or both. Here are some of the situations where working with one makes sense. When to hire a financial advisor You’re looking for help with retirement planning or investment management.

Another simple approach is to ask professionals who might work with a financial advisor, for example estate planning attorneys or accountants. These individuals may very well have a financial ...

and has a degree in accounting and finance from DePaul University. Thomas Barwick / Getty Images Although it is common for some to use the terms "portfolio management" and "financial planning ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...