Here are seven common traits tech executives have and themes they use to help them build and manage their investment ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth ...

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

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 ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

As advisors seek to advance their careers, there are myriad financial designations and certifications to pursue. Knowing where to invest their time and money is critical to success.