InvestmentNews7d
Liz Miller begins tenure as 2025 CFP Board chair
The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...
I’m 72 and trying to hire a financial adviser, but I feel tricked about the fees
Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most ...
planadviser.com8d
Miller Starts CFP Board Chair Leadership
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...
‘Take your retirement on a test drive’ and other financial New Year’s resolutions retirees should consider, according to financial planners
The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That ...
FP Canada™ honours top performers for the October 2024 CFP® exam
FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial ...
Eden Prairie Local News3d
EP man elected to national Financial Planning Association board
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
Investment Executive6d
FP Canada names top performers of latest CFP exam
FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...
The Valdosta Daily Times8d
Bayless earns Certified Financial Planner designation
Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...