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

Wealthy leaders share the financial advice they gave their kids, including invest early, budget —and think carefully about inheritance.

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 ...

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

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 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.

In 2025, retirement savers have a new opportunity to set aside money through their 401(k) plans and IRAs. Here’s what experts ...

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 ...

One of Trump’s motivations in embracing tariffs has been to push more companies to produce goods in the US. VW noted that it had spent more than $5 billion on a Chattanooga, Tennessee facility, and ...

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