The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most ...

The Certified Private Wealth Advisor® (CPWA) certification administered ... He earned a bachelor’s degree in Business Administration (majoring in financial services and planning) from the Hankamer ...

Facet offers virtual, full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs. The investing ...

Certified financial planner and founder of Conscious Capital ... medical costs, and business-related expenses. Athletes can either itemize these deductions or take the standard deduction for ...

Thanks to its client-centric business model and relying ... dealer services from Pershing Advisor Solutions (PAS), a wholly-owned subsidiary of BNY Mellon. PAS is an SEC-registered broker-dealer, ...

Certified financial planner Siddharth Tamboli (30) completed his CFP certification in 2015 and has created 1,000 financial plans so far. "My mentor told me about this certification when I was in ...

Akeiva Ellis, certified financial planner in Boston “Setting a resolution ... which could lower borrowing costs for mortgages, car loans and business financing. However, rate cuts may also ...

Ask an Advisor: 'I Want Truly Independent Advice.' How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a ...

Have complex financial needs: Estate planning, tax optimization across multiple accounts, or managing inherited assets require professional expertise. If you're a business owner or a truly high ...