For a happy, healthy relationship, keep an open dialogue with your partner about money. Doing so will strengthen your bond, ...

Public and private student loans are consolidated differently. A financial planner says to keep these tips in mind.

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...