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 ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

Financial advisors can earn several professional designations and certificates, and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP.

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This story was first published on Monday, Jan. 18 and updated on Tuesday, Jan. 19 to reflect Bank of America's fourth-quarter earnings results. Bank of America's sprawling wealth management arm has ...

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. The term ...

For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...