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

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

Many individuals hesitate to engage a financial advisor because they believe they don't have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients due ...

“By April 2025, over 135 advisors at Edward Jones had earned the Certified Kingdom Advisor designation, and over 100 more ...

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

Fact checked by Vikki Velasquez Key Takeaways Among the most common financial mistakes, a scattered portfolio, old accounts, ...

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

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for ...

Few, if any, professionals have as many titles for what they do as financial advisors. There's financial advisors and financial planners. Wealth advisors and wellness advisors. Financial consultants ...