Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

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 ...

With five years of experience as a writer and editor in the higher education and career development space, Ilana has a passion for creating accessible, relevant content that demystifies the higher-ed ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

How much does a financial advisor cost? See typical fees, common pricing models, and how much advice really costs over time.