As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand over ...

License requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the Series 6 or Series 7 exams as well as the Series 63 ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

Discover four key certifications for financial advisors specializing in the financial needs of seniors, and learn how they enhance expertise in retirement and estate planning.