For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...

A proliferation of financial designations has flooded the professional marketplace. The need for greater specialization brings an increased granularity to the profession and the evolution of financial ...

Understand the role of financial consultants, their services and how they compare to financial advisors Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Katie Miller is a consumer financial services expert. She worked for almost two ...

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 ...

In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Everyone can benefit from help managing their money—whether ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Staff Personal Finance ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don't feel ready for retirement or prepared for unexpected expenses, according to a ...

Jordan Tarver has spent seven years covering mortgage, personal loan and business loan content for leading financial publications such as Forbes Advisor. He blends knowledge from his bachelor's degree ...