Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.

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

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

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...

Health and wealth are interconnected, and an imbalance in one can cause problems with the other. Chronic health problems can ...

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 ...

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...

If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.