InvestmentNews4h
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
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 ...
61% of young adults are financially stressed, report finds. Here's one safety net that can help
Many young adults have financial stress, and experts say there's a simple safety net that could help. About 61% of surveyed ...
Financial Advisor1d
Big B-Ds Minting New CFP Planners At Record Pace, Report Says
Large national broker-dealers are minting new CFP certificants at a blistering pace, with Edward Jones leading the charge, driving the total number of CFP’s to more than 100,000 nationwide, the CFP ...
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.
News Nation on MSN11d
Can Americans be saving too much for retirement?
Some financial experts suggest that while saving money for retirement is needed, saving too much can be problematic ...
Joplin Globe1d
Leading Financial Firms Champion Growth of CFP® Professionals
More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...