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

AI was used in the creation of this article. The article was reviewed, fact-checked and edited by a content review team. We might earn a commission if you make a purchase through one of the links.

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

If you’re looking for financial help, you’ve likely thought about working with a financial adviser — a person who, in the broadest terms, helps someone with their money. In this article, we’ll dive ...

Learn essential steps to successfully start a wealth management firm and navigate legal, financial, and client challenges for ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

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 ...