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 ...

"Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to make ...

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 ...

Gen Z is the generation known for being the first digitally native one — a phenomenon that translates into an avalanche of information, access to and ease of use of financial apps. Yet, there are ...

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 ...

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 ...