Investment Management

7 articles
a person sitting at a table using a cell phone
Finance

What’s the Difference Between a Financial Advisor and a Financial Consultant?

Discover the key differences between financial advisors and consultants. Learn about their roles, credentials, and how to choose...

Anne Joseph · · 8 min
a person sitting at a table using a cell phone
Finance

What’s the difference between a financial advisor and a financial planner?

Discover the key differences between financial advisors and financial planners. Learn about their roles, qualifications, and services to...

Elena Mars · · 7 min
a person holding a calculator over a piece of paper
Finance

What’s the difference between a robo-advisor and a human advisor?

Explore the key differences between robo-advisors and human financial advisors. Learn about costs, personalization, and which option best...

Steven Peck · · 9 min
Finance

What’s the difference between a custodian and a depository?

Learn the key differences between custodians and depositories in financial services. Understand their roles, regulatory frameworks, and how...

Franck Saebring · · 8 min
Finance

What’s the difference between a wealth manager and a portfolio manager?

Discover the key differences between wealth managers and portfolio managers. Learn which financial professional best suits your holistic...

Serena Page · · 7 min
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Finance

What’s the difference between a portfolio manager and a fund manager?

Discover the key differences between portfolio managers and fund managers, including their roles, responsibilities, and investment approaches. Learn...

Serena Page · · 8 min
Finance

What’s the difference between a financial consultant and a wealth manager?

Discover the key differences between financial consultants and wealth managers. Learn which professional is best suited for your...

Francisco Vasquez · · 8 min