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  2. Financial services - Wikipedia

    en.wikipedia.org/wiki/Financial_services

    Change in access to a financial account or services between 2005 and 2014 by country [2]. The term "financial services" became more prevalent in the United States partly as a result of the Gramm–Leach–Bliley Act of the late 1990s, which enabled different types of companies operating in the U.S. financial services industry at that time to merge.

  3. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    A financial analyst is a professional [1] undertaking financial analysis for external or internal clients as a core feature of the job. [2][3][4] The role may specifically be titled securities analyst, research analyst, equity analyst, investment analyst, or ratings analyst. [5][6] The job title is a broad one: [7][8][9][10] In banking, and ...

  4. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

  5. Chief financial officer - Wikipedia

    en.wikipedia.org/wiki/Chief_financial_officer

    A chief financial officer (CFO), also known as a treasurer, is an officer of a company or organization who is assigned the primary responsibility for making decisions for the company for projects and its finances (financial planning, management of financial risks, record-keeping, and financial reporting, and often the analysis of data). The CFO ...

  6. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer ...

  7. Middle office - Wikipedia

    en.wikipedia.org/wiki/Middle_office

    The middle office is a team of employees working in a financial services institution. Financial services institutions can be divided into three sections: the front, the middle and the back office. The front office is composed of customer-facing employees such as sales personnel. The middle office is made up of the risk managers and the ...

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