During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
Financial advisor Ronnie Sansom, CFP®, recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from ...
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.” ...