For financial advisors, is an MBA or a CFA a better professional credential? Experts say: It depends. "Professionals need to think outside of their role today into what will help them stand out in ...

independent financial advisors, for six years. Ptak joined Morningstar in 2002 as a senior mutual fund analyst and has also served as director of exchange-traded fund analysis, editor of ...

Holding both chartered financial analyst (CFA) and certified financial ... especially those with immigrant backgrounds A financial advisor can optimize your investment portfolio, manage your ...

CFA, as the firm’s new Chief Investment Officer and Head of Marketing. This strategic hire underscores Parkwoods’ commitment to expanding its expertise in Dimensional Fund Advisors’ (DFA ...