Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial ...

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

Want to know if the Boston Institute of Finance CFP review is worth your investment? This guide outlines features, prices, ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

The evolving landscape demands professionals who are not only technically proficient but also internationally certified, ...

A big change is coming to college football, as the sport takes a policy introduced by the SEC and Big Ten and enforces it on a national level starting in 2025.

“Very few people understand what they need to know to help them prepare financially for the future,” said Sexton, a certified ...

The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of ...

Earned wage access allows you to use money you’ve earned early. Some companies offer as a perk, but there are third-party ...

Eclipse Private Wealth Management is pleased to announce that Mitchell Benedon, CFP® has joined the firm as a Senior Wealth ...