Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

How do I save for retirement and pay down debt at the same time? What are the right investments to help me retire early? What’s the best way to leave a legacy for my family and favorite charities, and ...

Learn what they do and how they differ from other professionals.

When it comes to professional development, financial advisors have many options. Today’s learner can watch three-minute “how-to” videos, engage in microlearning, peruse articles, attend webinars or ...

It’s important to understand that a designation or title is not the same as a certification or license. The requirements for having a title range from rigorous to nothing. Why do people spend more ...

If you are looking for professional help with your money, it helps to know the difference between a financial counselor and a ...

The retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here’s how they differ, in terms of training and professional ...

Let's take a look at a few key things employers and investors consider before looking for someone to deliver financial consulting services. As a financial professional who has been practicing for over ...

Time to dig into the alphabet soup better known as financial advisor designations. They say that an investment in knowledge pays the best interest. But they also say that time equals money. So if a ...

Are more disclosure rules on the horizon for advisors? The Consumer Financial Protection Bureau recommended in a report released Thursday that advisors should be required to disclose information ...