Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight ...

Find a Qualified Financial Advisor Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you ...

My conversations over the years with financial advisors who have left the bank wirehouses to jump to ... intentions of advocates for a fiduciary standard for all 320,000 salespeople in the retail ...

She has 15+ years of experience as a financial writer and technical analyst. A financial advisor's role goes far beyond managing investment portfolios—though that's central for most. These ...

"Many people see CFP as the gold standard," says Schweiss. "A lot of advisors say it gives them more credibility with clients." Other licenses to look out for include Chartered Financial Analyst ...

The comments have come streaming in on how a new fiduciary standard should be harmonized ... a Chicago-based provider of services for financial advisors, some 63% of wirehouse advisors polled ...

Many individuals hesitate to engage a financial advisor because ... and that standard demands that all conflicts of interest between the advisor and client be eliminated or fully disclosed.

As a former financial advisor ... from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Merrick Bank is a credit card issuer and FDIC-insured ...

Advisors who are certified financial planners (CFPs), a professional designation earned by completing an educational program, must adhere to the fiduciary standard to maintain their certification.

The Series 7 is the gold standard of financial advisor licenses. Also administered by FINRA, this license enables an advisor to sell nearly every type of investment product. A Series 7 licensee ...