Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...

Anora Gaudiano's path to becoming a financial advisor is different from that of most people in the industry. She spent nearly 20 years as a journalist before switching gears and embarking on a career ...

It’s a great time to be starting out in the financial advisor industry. The silent generation and baby boomers have begun transferring trillions of dollars to their heirs, and the graying financial ...

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

Account Executive, Analyst, Certified Financial Planner (CFP), Financial Advisor, Financial Consultant, Financial Counselor, Financial Planner, Investment Advisor, Portfolio Manager, Registered ...

Financial advisors tell Barron’s Advisor how they joined the industry from the worlds of sports, music, journalism, and more. So you want to be a financial advisor? The most direct route is to earn a ...

In a recent survey of female financial advisors, more than half of all early-career respondents – 56% – said “helping people with finances” was their motivation for becoming an advisor. Early-career ...

LPL Financial’s offering of liquidity and succession support to financial advisors three to seven years away from retirement is just the latest effort to attract assets to the broker-dealer in ...

At 63, I get it. Like many business leaders and financial advisors later in their careers, the last thing I want is to complicate my life. The lure of simplicity—keeping things steady, avoiding ...

Dave Tate has always realized the importance of having a career vision, while at the same time avoiding the rigidity that often can lead to unhappiness or dissatisfaction. Because of this approach, ...