The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners ...

The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners now holding the designation.

What is CFP Certification, and why is it considered the gold standard in financial planning? The CERTIFIED FINANCIAL PLANNER ...

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

Financial advisor Jeff Impey, CFP ®, recently joined the branch channel of Ameriprise Financial, Inc. from LPL Financial with $130 million in assets in Roseville, California. Impey joined Ameriprise ...

CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has ...

In this week’s Thought Leadership, UBS Financial Services executive Steven Young discusses the steps you should take if you’re considering selling your business.

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...

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A $50 million blowout in compensation claims under a scheme introduced after the Hayne royal commission poses an “existential threat” to the financial planning industry, advisers say.

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 ...

DJ RELEASE OF THE ESG 1000® NON-FINANCIAL GOVERNANCE CERTIFICATION STANDARD COFICERT ... including the GRI Standards, the ESRS standards (under the European CSRD directive), ISO 26000, ISO ...