Tim Hilterman has joined Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services to the Ashland, Richland and Wayne County communities for over a century ...

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.

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

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 ...

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

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

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

RG146 certification serves as a benchmark for assessing the professional competence of financial services professionals. The accreditation covers various knowledge areas, including financial planning, ...

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 ...