Financial advisors with some experience in their field often pursue the ChFC to broaden and deepen their practice, as the coursework touches on many modern financial planning topics. According to The ...

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 ...

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 ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

This article talks about mistakes you should avoid making when finding a financial advisor.

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...

If you’re looking for a financial professional to help you achieve your financial goals, you may feel overwhelmed by all the different terms used. One of the most common terms used is financial ...