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 board said it will unveil programs this year to increase the representation of women in the advisory industry.

you may want to consider sitting down with a financial advisor or a certified financial planner (CFP). 1. You're young When I ...

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

Huyen "Grace" Nguyen started her own business last year helping area residents understand more about their personal finances.

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.