Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

Most people are aware of financial advisors and may even hire one at some point in their lives, but what exactly do financial advisors do? Financial advisors provide advice and guidance on a variety ...

Financial advisors with some experience in their field often pursue the ChFC to broaden and deepen their practice, as the coursework touches on many modern financial planning topics. According to The ...

Legislation that would allow the use of funds from 529 college savings plans to finance education and training for professional designations — including financial advisor credentials — is attracting ...

A financial debt advisor can help you make a repayment plan.

Of course, advisors want to be right, but, being human, must contend with their personal biases and potential conflicts of interest. “Smart people do dumb things,” says Daylian Cain, senior lecturer ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

A holistic financial plan goes beyond—here’s how to approach it.