Financial advisors periodically turn up on the FBI’s most wanted list in connection with criminal charges. One who recently appeared on the list was Christopher Burns, an Atlanta advisor who ...

The top-ranked IBD giant is looking to bolster its workforce with thousands of new independent advisors, representatives, and ...

Gen Z and Gen Y were most likely to say they wanted to engage with a human advisor (39% and 38%, respectively). That compares ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

For instance, I wanted to become a CFP, which requires CFP Board-approved coursework and a bachelor's degree. Professional licenses are required for some financial advisors. If you want to sell ...

You trust a financial advisor to help you manage your wealth, plan for retirement or invest for the future. But behind the professional advice and polished presentations, there’s often a layer ...