“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, ...

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...

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.

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

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

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 ...