News

‘I’m being eaten up by fees.’ My financial adviser charges too much – or at least I think so. What do reasonable fees really look like?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
Financial Planning13h
Certifications mean little to clients. Financial advisors want them anyway
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
Women are about to be tremendously wealthy. So why is it so hard to find good financial help?
Women are about to inherit trillions of dollars of wealth — and have plenty of their own earned money to worry about, thank ...
Best CFP® Prep Courses: Top Programs in 2025
Looking for the best CFP® review course? Compare top options with real insights, pros & cons, and expert picks to help you pass on the first try!
Jill On Money: How to choose a financial advisor
“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...
Columbia University School of Professional Studies13d
5 Essential Tips for Success on the CFP® Exam
Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...
IFA Magazine1d
World Financial Planning Day returns 8 October to help people build brighter futures
As households around the world continue to feel the impact of inflation and rising debt, Financial Planning Standards Board ...
The Joplin Globe9d
Parkwoods Wealth Partners Names Kevin Reilly, CFP®, as Chief Financial Officer and Head of M&A
Parkwoods Wealth Partners Names Kevin Reilly, CFP®, as Chief Financial Officer and Head of M&A ...
TMCnet8d
Sam Huszczo, CFA®, CFP® Named InvestmentNews' 2025 Investment Advisor of the Year
SGH Wealth Management is proud to announce that its Founder and Chief Investment Officer, Sam Huszczo, CFA, CFP ®, has been named InvestmentNews' 2025 National Investment Advisor of the Year. This ...