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 ...

“As the standard in financial planning, CFP ® certification represents knowledge, competence and a commitment to ethical practices,” said CFP Board CEO Kevin R. Keller, CAE. “For consumers, it signals ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to ...

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

TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...

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.

"Unfortunately, a lot of bad decisions are heavily influenced by time and pressure. If you're faced with a financial decision ...

Once your assets exceed $250,000, you’ll have dedicated personal financial advisors. Regardless, you can reach your advisors via phone during normal business ... advisor should have a CFP ...

Look for advisors with strong professional credentials (like CFP, CFA ... David Flores Wilson, a certified financial planner at Sincerus Advisory in New York City. "Business owners deserve ...

NORMAN, OKLA. – The University of Oklahoma has been recognized by the Certified Financial Planner Board of Standards as a registered CFP Certification Education Program. This designation will enable ...

Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP) certification ... she is involved in planning and executing marketing and business development strategies leading ...