Forbes contributors publish independent expert analyses and insights. Peter Lazaroff helps people make smart decisions with their money. Choosing a financial advisor can be a confusing process, ...

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 ...

Series 7, Series 63, and state insurance licenses are the three designations most widely held across the W/R and IBD advisor populations. While these are also common designations for advisors in the ...

Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than the ...

The College for Financial Planning, acquired by Kaplan Professional Education in 2018, has launched a professional designation for advisors focused on sports and entertainment. Sports & Entertainment ...