The College for Financial Planning has introduced a Spanish-language edition of its Financial Paraplanner Qualified Professional designation program, aiming to enhance services for Hispanic investors.

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 ...

Advice-only financial advisors offer guidance without managing your investments—here’s how they work and who they’re best for ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification ...

“Many people get into personal finance through a background in math, accounting, or finance,” commented Bob Peterson of Crescent Grove Advisors in Lake Forest, Ill. “[But] understanding clients’ ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Financial literacy education has increasingly garnered political attention in recent years, but a new report from the National Financial Educators Council (NFEC) argues that current school mandates ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...