Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Picking a financial advisor is not an easy task. An advisor’s true worth is realised only after a few years, depending on how your investments have weathered the market volatility and whether your fin ...

While the automatic bids were out of the CFP committee's hands, they likely deserve credit for getting it mostly right with the rest of the field. No. 1 Oregon (Big Ten) was soundly beaten 41-21 ...

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

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

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return to the country ...

New for 2025, FFP welcomes Triage Cancer. Currently focusing on the legal and practical issues that arise after a cancer ...

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

Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

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

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...