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

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

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

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.

If you see “1099” on a piece of mail and just shove it into a folder, you’re missing out on valuable information.

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

Social Security isn't just for retirees. In fact, nearly 4 million children in the United States receive Social Security ...

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

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

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

Using forms of credit to pay for emergencies should be a “last resort,” one financial advisor says. Here’s why.