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

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...

The number of financial advisors in an area ... SmartAsset examined changes in active CFP® certifications from 2024 to 2025 to determine advisor presence and how the industry has shifted in ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

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 ...

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

New for 2025, FFP welcomes Triage Cancer. Currently focusing on the legal and practical issues that arise after a cancer ...