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CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...
The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP ...
Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...
USA TODAY Blueprint may earn a commission from this advertiser. A certified financial planner, or CFP, is a financial professional who has met the rigorous education, training and ethical ...
Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
AI will augment the human advisor, not replace it, an official with The CFP Board said of its study of artificial intelligence and planning.
"Your financial future is not DIY," says certified financial planner Cary Carbonaro. Here's how to build a financial plan for women at work.
CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing the industry. Financial planning used to be much simpler. There were ...
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