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 ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

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 and experience before signing on. Make sure you understand what fees ...

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 ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

The changing needs of investors—and how advisors c... The changing needs of investors—and how advisors can adapt Where do advisors add the most value for investors? How can advisors clear their ...