I am the only child of my father’s first marriage, my father had two children (one surviving) from his second marriage, and ...

Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of ...

It's the Year of the Wood Snake, representing growth, introspection, transformation and a need for patience. What could that ...

To provide both advisors and clients information about market competition and trends, SmartAsset examined changes in active CFP® certifications ... with an active certification here, making ...

Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...

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

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

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