Take a Financial Advisor Quiz. Financial consulting refers to professionals who can assist with your personal financial plan, including budgeting, insurance planning, investments, retirement, tax ...
Firm Adds 15 Senior Managing Directors and Managing Directors to Financial Services Practice in 2025Stella Mendes and Jean-Werner de T’Serclaes ...
Jim Miller is the Vice President and Practice Lead of Banking and Credit Card at J.D. Power. He oversees the company’s industry benchmark studies, proprietary research, consulting and performance ...
Partnership focuses on billion dollar-plus advisor teams weighing independence, offering tailored investment banking and ...
BOSTON, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Wise Financial Consulting, a trusted advisor to both acquisitive companies and business owners preparing for sale, has elevated its deal-making capabilities ...
Although the term "audit" can elicit a shudder in a business owner, it is actually a useful and beneficial process that every business should undergo on a regular basis. Audits typically are performed ...
Hosted on MSN
What Is a Financial Consultant?
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 ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback