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 ...

Key wealth manager qualifications include CFA and CFP designations, signaling expertise. Wealth management is a specialized investment advisory service aimed at affluent individuals and families.

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more inclusion and help shed insights on AI.

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...

Jake joins Centurion Wealth Management, expanding the firm's advisory team. MCLEAN, VIRGINIA / ACCESSWIRE / January 13, 2025 ...

Raebiger, CFP®, CTFA™ KeyBank Senior Relationship Manager JR Raebiger joins Key Private Bank as Sr. Relationship Manager with ...

Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, today announced that it has closed on a minority, long-duration investment from Constellation ...

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, ...