CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Certified financial planner, Chad Olivier, discusses how long term investing is the key to growing wealth. Welcome to Money ...

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

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.

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...