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 ...

The University of Nevada, Reno introduces a new CFP®-aligned online program, preparing students for careers in high-demand financial planning.

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 ...

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 ...

Financial advisors are expected to be proficient in aspects of behavioral finance and often find themselves serving as psychologists of sorts. Being so is beneficial to advisors and clients alike. But ...

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 ...

Charles Schwab gift helps to establish Texas A&M’s Aggie Financial Planning Clinic, providing hands-on student training and ...

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 ...

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 ...

Financial advisors can be helpful, but whether the cost is worth it depends on your individual situation Written By Written by Contributor, Buy Side Bernice Napach is a contributor to Buy Side and a ...

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 ...