The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex ...
The number of financial advisors in an area can affect ... SmartAsset examined changes in active CFP® certifications from 2024 to 2025 to determine advisor presence and how the industry has ...
Susan Theder is the chief marketing and experience officer at FMG Suite.
SignatureFD’s Grow, Protect, Give, and Live (GPGL) framework offers a way to think differently about money, breaking it into ...
Nevarez pointed out that honoring conference championships was one of the pillar principles of CFP expansion, in part to keep an emphasis on the regular season and each league’s title race and ...
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
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Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...