New data show LPL, Edward Jones and other national players leading amid a surge in credentials holders, with more women and ...
The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...
The Certified Financial Planner Board of Standards, which announced earlier this year that it added a record number of certificate holders in 2023, says a good portion of them have landed at some of ...
Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...
Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...
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Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning
UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...
Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...
Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...
The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Processing Content ...
Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...
Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...
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