The chartered financial consultant, or ChFC, mark is one of the more popular professional designations for people in the financial planning industry. Financial advisors with some experience in their ...

Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance diverse responsibilities.

Much like other terms financial professionals use to describe themselves, there's no regulation of the term financial consultant. There is a Chartered Financial Consultant (ChFC) designation issued ...

In addition to checking out your broker's public records make sure you understand what all those letters after his name really mean. Financial advisors' designations can be tricky as some are highly ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Ebony Howard is a certified public accountant and a ...

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 ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...