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MONEY TALKS: Three Key Risks of 2025
Certified financial planner, Chad Olivier, discusses three keys risks that could impact the market in 2025. Welcome to Money ...
CISI appoints chair of Paraplanner Interest Group
The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP Chartered FCSI (Financial ...
AFCPE Announces 2024 Award Recipients, Honoring Excellence in Financial Education, Research, and Practice
WESTERVILLE, OH / ACCESSWIRE / January 7, 2025 / The Association for Financial Counseling and Planning Education (AFCPE®) ...
Steven McBurnie named chair of CISI Paraplanner Interest Group
The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP™ Chartered FCSI (Financial ...
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I am retiring in the next 12 months: What should I do?
Retirement is an exciting yet complex life transition. If you’re planning to retire within the next 12 months, proper ...
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Crestwood Advisors promotes wealth manager to partner
BOSTON – Crestwood Advisors, a boutique investment advisory and wealth management firm with offices in Connecticut and Rhode Island, has promoted a Wilton resident to partner.
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Top 10 Must-Know Entrepreneurs of 2025
In an era where innovation and resilience define the future, a select group of trailblazing individuals is setting the ...
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CFP Board’s Proposed Changes Will Make It Tougher—and Easier—to Get and Keep a CFP. Here’s How.
The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified Financial Planner designation ... aspiring CFPs and practitioners who ...