Preparing for the next gen will mean retooling practices to consider younger clients’ desired needs, wants and pricing strategies, which may be less profitable than the 1% assets-under-management ...

Explore the best robo-advisors. Compare automated investing app fees, features, and user experiences to find the best ...

While the automatic bids were out of the CFP committee's hands, they likely deserve credit for getting it mostly right with the rest of the field. No. 1 Oregon (Big Ten) was soundly beaten 41-21 ...

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

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

LPL Financial LLC announced today that financial advisors John P. Schlatter, CFP®, Robert Rojano, Alec Hoag, CFP®, and Michael Madden, CFA®, have joined LPL Financial’s broker-dealer, RIA 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.