Sunrise Financial Planning based in Steamboat Quay in Limerick City, is owned and operated by Gráinne Ryan – one of a small ...

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

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 ...

Conferences are among the best ways to do that. Here is a list of the most anticipated conferences for financial advisors in 2025. Early bird specials or discounts are often available if payment is ...

The MyFamilyPlan Financial & Estate Planning Worksheet helps individuals organize financial and personal details in one secure place, ...

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 ...

"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...

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.

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.

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

If you're a newlywed and you sometimes find it surreal that you're married, have no fear. There are lots of adjustments to make, including how you handle your finances as a couple. If you and ...