Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

Costs are likely to plummet for firms due to AI replacing back office workers. That means greater profits for broker-dealers ...

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 ...

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 ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...

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 ...

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 ...

Career pivots are becoming increasingly common as people look to improve their job prospects or find work that more closely ...

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified ...

Most people hire a financial adviser to make life simpler. They want clarity, not conflicts. The first question I ask every ...