Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

The job of a CFO isn’t just about numbers anymore. Modern finance leaders sit at the center of decision-making, shaping ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. While you may not be expected to perform complex financial ...

Forbes contributors publish independent expert analyses and insights. Alejandra Rojas is a finance expert covering entrepreneurs of color. Nearly half (42%) of small business owners surveyed by ...

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

Discover the average salary and benefits of financial advisors, including bonuses and commissions, to understand the full compensation spectrum in this career.

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a ...

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Clockwise, from top left: Meredith H. Schneider (third from left) while serving in 1996 in Bosnia as part of the IFOR-NATO peacekeeping force, alongside Russian counterparts; Omen Quelvog at his ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...