Take a Financial Advisor Quiz. Financial consulting refers to professionals who can assist with your personal financial plan, including budgeting, insurance planning, investments, retirement, tax ...

Jim Miller is the Vice President and Practice Lead of Banking and Credit Card at J.D. Power. He oversees the company’s industry benchmark studies, proprietary research, consulting and performance ...

Fiserv, Inc. (NYSE: FI), a global provider of payments and financial services technology, announced it has acquired Smith ...

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 ...

The addition of SCG reinforces Fiserv's position as a leading provider of core banking and advisory services, enhancing the ...

The program, described to "optimize wellbeing," launches at a time when employers are looking for more financial wellness platforms that better suit the needs of their employees. As more workers are ...

Even though you may be focused on growing your practice, you'll eventually need to think about how you want to handle your ...

BOSTON, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Wise Financial Consulting, a trusted advisor to both acquisitive companies and business owners preparing for sale, has elevated its deal-making capabilities ...

Big Four giant EY has recruited HM Treasury’s director of financial services to add to its financial services risk practice.

The Hamilton Southeastern School Board is seeking to hire a financial consulting firm to perform some duties alongside the district’s chief financial officer, although in-house finance staff are ...

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 ...