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 ...

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 ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

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 ...

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

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.

A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

Any adjustments to the College Football Playoff for next season, including a potential tweak in seeding, will be decided later in 2025.

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