Learn about what financial consultants are and the various services they offer. Find out if you need one and how to find the ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

Larry Burt is a Public Cloud Specialist in CDW’s Small Business Technology Solutions Group. More than 10 years with CDW, Larry has helped businesses fulfill a variety of technology needs in the data ...

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 services is among the most advanced adopters of AI globally. More than 90 percent of the banking institutions represented at a recent McKinsey & Company forum on generative AI reported ...

You may know what it means to be mentally well—being able to manage your emotions and stress in a way that is positive and in your best interest. And you may know what it means to be physically ...

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As regulatory thinking evolves, firms must ensure that any current or planned use of AI complies with regulatory expectations. As financial services firms digest FS2/23, the joint Feedback Statement ...

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