GOBankingRates on MSN17h
I’m a Financial Planner: These 5 Purchases Could Derail Your Wealth Goals
All of us get the urge to splurge sometimes, and any budgeting expert worth their salt knows that, which is why they ...
The Earth Institute Columbia University14h
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
CFP Board’s Milestone Year: 100,000 Certificants, Younger and More Diverse Workforce
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2025 GRANT RECIPIENTS, MARKING RECORD-HIGH GRANT FUNDING
FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...
InvestmentNews4d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
wealthprofessional.ca1d
A young financial advisor charts his stellar path
Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...