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

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 ...

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 ...

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

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 ...

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