The CCFC is issued by the American Institute of Certified College Financial Consultants, an Orange, Connecticut-based online learning organization. The CCFC is the only certification offered by the ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a ...

As you begin a search for a financial professional, you will come across many different types of certifications. Each certification tells a story about the level of expertise and dedication an ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit ...

Financial advisor can be a great profession for someone who wants to head down a new career path. Why? Because it's a job where having some life experience under your belt really helps. Have you saved ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

CFA. Fiduciary. RIA. These terms aren’t exactly self-explanatory. But when it comes to finding a financial advisor, you’ll be better equipped if you’re familiar with the industry’s lingo and what’s ...