Plenty of Americans want financial help, but only about one third use a financial adviser, according to Statista. So what gives? As many as three in five say they simply aren’t sure where to look, ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

New research has proved what many advisers have always known – that the possession of soft skills such as communications and empathy can be just as important as possession of a degree qualification ...

If you’ve been looking for financial help, you’ve probably come across the terms fiduciary and financial adviser in your hunt. A fiduciary is someone who puts their clients’ interests ahead of their ...

Whether it’s political unrest, a Black Swan event, a housing crisis or a global pandemic, there are very few “normal” years in the world of finance anymore. In the “post normal economy,” as Barry ...

Millions of Canadians who want help managing their money seek out the services of a financial adviser. But the term itself refers to a wide variety of professionals with different specialties. And, ...

The Australian Securities and Investments Commission (ASIC) and New Zealand's Financial Markets Authority (FMA) have announced mutual recognition arrangements relating to the qualifications of ...

Divorce can be one of the most stressful times in anyone’s life. Financial worries can compound the emotional toll. A divorce financial adviser can help to reduce the financial burden by ensuring an ...

OFTA, the trade association, trainers of financial adviser qualifications provides a bridge over the entry barrier to the profession. OFTA, the trade association, trainers of financial adviser ...