Here’s what to think about when you’re searching for a financial advisor to work with and some tips for choosing the right ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

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 self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more inclusion and help shed insights on AI.