“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

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

the CFP Board said. “As the standard in financial planning, CFP certification represents knowledge, competence and a commitment to ethical practices,” CFP Board CEO Kevin Keller said in a statement.

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...

Other firms that have topped 4,000 CFP ® certificants include Ameriprise, Merrill Wealth Management and LPL Financial. “As the standard in financial planning, CFP ® certification represents knowledge, ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...