CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered ...

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

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

“As the standard in financial planning, CFP ® certification represents knowledge, competence and a commitment to ethical practices,” said CFP Board CEO Kevin R. Keller, CAE. “For consumers, it signals ...

WASHINGTON--(BUSINESS WIRE)--CFP Board ... recognition of and preference for CFP® certification, reinforcing its value as the standard in financial planning. “The value of CFP® certification ...

Using forms of credit to pay for emergencies should be a “last resort,” one financial advisor says. Here’s why.

This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” are not disappearing.