South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
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 ...
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 ...
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...
TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...
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.
A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.
Here’s what to think about when you’re searching for a financial advisor to work with and some tips for choosing the right ...