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 ...

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 ...

In addition to the education and examination components of the certification, Glosson will be required to complete a professional recertification program each year, including an ethics questionnaire. ...

Fintechs are angling to be the providers of choice in the $4 trillion commercial card market. Ramp secured additional funding ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the ...

The settlement gives financial support to merchant groups, but it also provides them with confidence that they have levers they can pull to hold card networks accountable when they impose changes that ...

Advisors at leading U.S. wealth firm LPL Financial now enjoy low prices, vast selection, and a trusted shopping experience from Amazon Business Amazon Business offers LPL Financial a global logistics ...

Doug Spooler, a Cape Girardeau-based insurance professional with Farmers Insurance, has been conferred the Chartered Financial Consultant (ChFC) designation by the American College of Financial ...

Afterpay has reversed a policy it put in place in March which stopped people racking up debt by using buy now, pay later on ...