CFP Board CEO Kevin Keller to Retire in 2026
CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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CFP vs. CFA: What’s the Difference?
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 ...
InvestmentNews13d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
Financial Advisor4h
Advisor Certifications Worth The Time And Effort, Experts Say
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
Here’s 1 big money move that sets rich American retirees apart from other seniors — do it now to rocket up the wealth ladder
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
Financial Planning1d
Carson Group launches tax program led by veteran planner
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...
Money disorders can be a sign of a broken system
Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...