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

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with personal finance.

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 ...

At Bloomberg, we’re building the world’s most trusted information network for financial professionals. We provide our customers with tools to surface the data, news, research, and information they ...

Financial psychology is the study of why we do what we do with our money. It is a broad field that encompasses the cognitive, social, emotional, and cultural factors that come into play when people ...