Discover how proactive health and financial planning can protect your family’s future as World Cancer Day approaches.

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

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

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

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 ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

Certified Advisory Corp lessened its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.5% in the fourth quarter, Holdings ...

Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...

Both financial planners and portfolio managers may have the same professional designations. These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered ...

The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’ expectations change in response to new technologies and ways of working. Today, new entrants to ...

Enter the financial planner—a professional who can help take your retirement dreams and turn them into a well-structured, actionable plan. Retirement planning isn’t just about saving a certain amount ...