“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.

LPL Financial (LPLA) is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its ...

There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...

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 ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning ... reflects the growing recognition of the CFP® certification as the benchmark for professional ...

"I am so proud of our colleagues at Edward Jones for earning their CERTIFIED FINANCIAL PLANNER ® designation in such record numbers," said Penny Pennington, Managing Partner, Edward Jones.

But not everyone needs that. So we also asked six certified financial planners what financial resolutions retirees and soon-to-be retirees should make for 2025 and beyond. The No. 1 thing to ...

NORMAN, OKLA. – The University of Oklahoma has been recognized by the Certified Financial Planner Board of Standards as a registered CFP Certification Education Program. This designation will enable ...