Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Explore investment advice, its workings, types, and limitations. Learn how professionals offer guidance for your financial goals, and essential factors to consider.

Explore how financial advisors and financial planners differ.

The terms financial consultant and financial advisor are often used interchangeably, and different financial services firms may prefer to use one over the other. But while there can be a lot of ...

An independent financial adviser (IFAs) can offer guidance on investments, taxes and retirement planning and help you navigate major life transitions, like the birth of a child or marriage. Some ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Nowadays, you can find many people who call themselves ...

Plenty of Americans want financial help, but only about one third use a financial adviser, according to Statista. So what gives? As many as three in five say they simply aren’t sure where to look, ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. If you are looking for expert guidance on complex products such as investments, mortgages ...