The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...
The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
CFP®, CFA® has ascended to the role of Chair of its Board of Directors. In this leadership role, Miller leads the professional body that certifies over 100,000 financial planning professionals across ...
High-yield savings accounts are offering big rates and low risk, but advisors say there are tradeoffs to consider.
FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...