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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 ...
Are you still paying your financial adviser 1%? 8 secrets to paying less, and still getting great service
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
7 expert tips to master your 2025 financial strategy
An expert says creating a savings plan, specifically higher yield savings accounts is key. PHOENIX — Americans are starting ...
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CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty
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.
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A young financial advisor charts his stellar path
Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...