A financial counselor is a professional who helps individuals and families manage their personal finances by offering guidance on budgeting, debt repayment and financial goal-setting. Unlike financial ...

Learn more about the roles, services and client focuses of asset and wealth managers Asset management primarily involves portfolio construction and management. Wealth management includes aspects of ...

Ready to build personal wealth? Here are four pathways to financial planning and wealth management. The desire to provide others with products or services that solve problems or fulfill needs is what ...

A financial coach is an expert who helps clients understand money matters such as budgeting, saving, and managing debt. Financial coaches can help you understand the basics of certain financial topics ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

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 ...