License requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the Series 6 or Series 7 exams as well as the Series 63 ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Terry has been in the financial services industry in the independent channel for 32 years. With over 300,000 financial advisors retiring in the next decade, the US faces a growing talent gap in one of ...

Explore the differences between stockbrokers and financial advisors. Learn which career best aligns with your financial goals ...

Becoming a financial advisor is a career path you might consider if you enjoy helping others and have a passion for finance. Like any other profession, there are both advantages and disadvantages to ...

A fiduciary has a legal and ethical duty to act in another person’s best interest. Financial advisors help clients manage various aspects of their financial lives. Not all advisors are fiduciaries, ...

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 ...