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 ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

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 ...

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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Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and ...

UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...

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 ...

Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...