Nassir Ahmad, a philanthropic adviser at Lutheran Immigration and Refugee ... In 2015, he applied for an SIV and, by 2017, got as far as the medical exam, one of the last steps before being ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam ... plan savers to seek a financial advisor to help them map out a ...

One date that you should probably have set every single year is your meeting with your financial advisor. Do you have a question or a concern regarding your personal finances? Don’t put it off ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Paying off our mortgage early wasn't as financially freeing as I'd hoped. Our financial advisor recommended we keep our mortgage and invest our money instead. Having no mortgage has advantages ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Working with the right financial advisor could mean ...

For those thinking about changing careers by breaking into wealth management and becoming a financial advisor, the opportunity is there. Tens of thousands of advisors will retire each year over ...

marked with a “Top Financial Advisor” badge, “top producers” at local banks and brokerages, and sponsors. The process to determine each set of names differed. To arrive at the names of the area’s 375 ...

there’s an opportunity to redefine what it means to be a financial adviser. FA2B: What’s the best order for sitting exams? Could raising the qualification standard help reform the profession?

jubaphoto / Getty Images In a nation at times grappling with, at others neglecting, persistent income disparities across gender, ethnic, and racial lines, the demographics of financial advisors ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...