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 ...

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 ...

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.

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.

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 ...

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 ...