Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. While you may not be expected to perform complex financial ...

How well do high schools and universities prepare students for the real world? Not well, according to some recent U.S. graduates and other Americans in a new survey. The poll of more than 2,000 U.S.

Financial planning and wealth management have always been a rapidly evolving space where more than analytical ability is required. An adept financial planner should be adaptable, versatile, passionate ...

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

Before you hire a financial planner, you need to make sure they're a good fit for your long-term goals. Asking these ...