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 ...

Financial consulting refers to professionals who can assist with your personal financial plan, including budgeting, insurance planning, investments, retirement, tax strategies and more. But financial ...

Ongoing Commitment to Fee-Only Fiduciary Services Since 1996 Cumming, United States - January 29, 2026 / Financial ...

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 ...

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012. Those findings come out of a ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Timothy Li is ...

PHOENIX, AZ, UNITED STATES, May 8, 2025 /EINPresswire.com/ -- also the Founder of the Bankers Fintech Council, has been named one of The Top 25 Financial Services ...

The financial industry is filled with acronyms that can easily overwhelm consumers. The Financial Industry Regulatory Authority, or FINRA, currently lists about 250 professional designations for ...

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 ...

Do you need help planning for your short-term or long-term financial goals? You might wonder exactly how to invest money that you may need 6 months — or even 30 years — down the road. You might also ...