Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

New for 2025, FFP welcomes Triage Cancer. Currently focusing on the legal and practical issues that arise after a cancer ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

Picking a financial advisor is not an easy task. An advisor’s true worth is realised only after a few years, depending on how your investments have weathered the market volatility and whether your fin ...

If you see “1099” on a piece of mail and just shove it into a folder, you’re missing out on valuable information.

All of us get the urge to splurge sometimes, and any budgeting expert worth their salt knows that, which is why they ...