The SMSFA has welcomed the government’s decision to reform the educational pathway to become a financial adviser.

"Of course, you could also do both with certain companies or your own company if you choose," he said. Gloria Garcia Cisneros, a financial advisor at LourdMurray in Los Angeles, explained that ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

On top of that, clients probably do not know one designation from another, according to Jerry Schreck, senior vice president for advisor education and training at Osaic Financial Services, a $700 ...

Discover the 4 banking habits financial advisors say can predict financial instability—and how to break free from these costly mistakes.

Kaplan pointed out that as with any job, there are of course busier times of year than others. You might not be able to schedule a meeting with your financial advisor at the start or midway point ...