When you’re in financial need, the last thing you want to worry about is how you’ll pay for help. Whether you’re looking for ...

Obtaining professional certifications or designations can enhance your credibility and help you attract new clients. Roughly one-third of advisors have a Certified Financial Planner (CFP®) credential, ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

UBS hopes that revamping its training program in concert with expanding its Wealth Advice Center staff will provide a pipeline of new advisors and enable it to serve more mass affluent clients. UBS ...

You might be able to get free financial advice with a pro bono advisor or credit counseling agency. Your bank, brokerage firm or 401(k) provider might also include advising as part of the services you ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

Financial advisors can hold a range of certifications and licenses. Two such designations are CIMA (certified investment management analyst) and CFP (certified financial planner). The CIMA is intended ...

Financial advisors are finding that free artificial intelligence tools often fall short, not only in features, but also in the privacy protections required to handle sensitive client data. Processing ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...