Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep schedule, or maybe it’s to eat healthier. But for a majority of ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

RG146 certification serves as a benchmark for assessing the professional competence of financial services professionals. The accreditation covers various knowledge areas, including financial planning, ...

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

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 ...

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 ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.

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

TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...