Four financial advisors are teaming up with NAPFA members to provide a new entry path into fee-only planning careers — one without asset or sales goals. The BLatinX Internship Program, or BLX for ...

It was early summer of 2020, the COVID-19 pandemic was devouring every business routine, and Hannah Moore, an action-oriented financial planner in Richardson, Texas, was alarmed. Advisories that had ...

We're barely two months into 2023 and the BLX Internship Program already has a major problem on its hands. There is simply too much young, diverse talent trying to break into the industry and make an ...

Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...