Brian O’Connell is a freelance writer based in Bucks County, Penn. A former Wall Street trader, he is the author of the books CNBC’s Creating Wealth and The Career Survival Guide. His work has ...

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 ...

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 ...

Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional ...

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 ...

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 ...

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 ...

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 ...