You might be able to get free financial advice with a pro bono advisor or credit counseling agency. Your bank, brokerage firm or 401(k) provider might also include advising as part of the services you ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

The Financial Advisor Training Institute sponsors career changers for the Series 7, the step that stops most people from becoming a financial advisor. Its 14-week online course pairs securities exam ...

AI-powered client simulators are one example of how the technology is shaping the training and employment path for humans in wealth management.

UBS hopes that revamping its training program in concert with expanding its Wealth Advice Center staff will provide a pipeline of new advisors and enable it to serve more mass affluent clients. UBS ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Nowadays, you can find many people who call themselves ...

Gather key financial documents like tax returns, pay stubs, and investment statements for your meeting with a financial ...