Discover the significance of financial certifications like CFA, CFP, and CPA. Learn how they represent expertise and assistance in finding a qualified finance professional.

Discover the differences between CFA certification and Series 7 license. Learn about the requirements, career paths, and difficulty levels of these financial credentials.

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

When it comes to professional certifications, there's no shortage of niche options for financial advisors eager to skill up. The CFP Board's Certified Financial Planner mark — easily the most popular ...

Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they can ...

A financial advisor can play a pivotal role in managing your investments, planning for retirement and helping you navigate complex financial decisions. Vetting potential advisors ensures you find ...

Explore how financial advisors and financial planners differ.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.