SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

Not everyone necessarily needs a financial advisor. But there are certainly times when one can be useful, and there are ...

The number of certified financial planners rose in every state last year, as the ranks of CFP holders climbed by more than 6,500 and topped 100,000 for the first time. However, the number of ...

The organization that administers the Certified Financial Planner credential plans to hold webinars to offer government ...

From investing for your future to putting money into a high-yield savings account, here’s what certified financial planners ...

as well as resources like NAPFA and the CFP Board.) “I struggled with the rule of contributing 15% of my income to retirement,” says certified financial planner Chelsea Ransom-Cooper.

The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion ...

Meet Evan Parubets Evan Parubets is the Head of Advisory Services Team at Steadyhand in Toronto. He is a shareholder of the ...

Jimmy Cusimano merged his practice with DJM Wealth Management and Insurance Services, part of Northwestern Mutual Private ...

While social media may be a popular way to access low-cost financial advice, it’s an awful resource for a number of reasons.

When planning for retirement, it often feels like you’re trying to solve a puzzle with missing pieces. The lead-up to this ...