What Is a Financial Consultant?

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a ...
Wall Street Journal

What Does a Financial Advisor Do?

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...
Investopedia

Can You Trust Your Financial Advisor? Here’s What You Need To Consider

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...

The Qualities Of An Ethical Financial Advisor: Find A Good Money Manager

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

What to Know About Financial Advisor Fees and Costs

Harris Poll's 2024 "Americans and Billionaires Survey" found that 6 in 10 Americans hope to achieve great wealth in their lifetime. Many see entrepreneurship (42%) and stock investing (39% ...

I’m a Financial Advisor: 5 Investing Tips To Combat a Frustrating Economy

Eric Kelley, chief investment officer at UMB Bank, cuts through the confusion to offer 5 tips to manage your investments when ...