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 ...

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.

“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, ...

“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 ...