License requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the Series 6 or Series 7 exams as well as the Series 63 ...

As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand over ...

Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...