If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...