Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...

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Insider activity is seldom enough to move a market independently but can signal how a company’s management thinks. Exclusive content, detailed data sets, and best-in-class trade insights to ...

By obtaining RG146 certification, financial services professionals demonstrate compliance with regulatory standards and commitment to upholding ... including financial planning, investment advice, ...

CFP Board reports that major financial firms are responsible for the largest increases in new CFP ® professionals in 2024. CFP Board added 6,541 new CFP ® certificants in 2024, with more than 1,000 ...

But not everyone needs that. So we also asked six certified financial planners what financial resolutions retirees and soon-to-be retirees should make for 2025 and beyond. The No. 1 thing to ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to ...

The Certified Financial Planner Board of Standards has announced a record-breaking year in 2024, with the total number of certificants exceeding 100,000 for the first time. In a Thursday ...

Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP) certification. Our insightful webinar will show you how the CFP certification can transform your career prospects, ...

Following a previously charted path of executive succession, the Certified Financial Planner Board of Standards has announced Liz Miller as the new chair of its board of directors for 2025.

Read more Read article: University of Oklahoma Gains National Certification for Financial Planning Education Read article: University of Oklahoma Gains National Certification for Financial Planning ...