Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

LPL Financial LLC announced today that financial advisors John P. Schlatter, CFP®, Robert Rojano, Alec Hoag, CFP®, and Michael Madden, CFA®, have joined LPL Financial’s broker-dealer, RIA and ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

Explore the stock market outlook for the first six months of 2025. Learn key trends, forecasts and insights to help guide ...

Two Midland residents were recently appointed to state boards by Governor Gretchen Whitmer. Ann Scott was appointed to the State Historic Preservation Board. Scott is a principal and environmental ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Take time to find the right kind of new home in the right place, consult with professionals who live where you are looking to ...

Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...