CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

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 ...

WASHINGTON--(BUSINESS WIRE)--CFP Board ... recognition of and preference for CFP® certification, reinforcing its value as the standard in financial planning. “The value of CFP® certification ...

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

According to data from TransUnion, Americans' average credit card balance was at $6,380, an annual increase of 4.8% in the ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...

"We're in the business ... financial advisors. "Our profession is very late in coming to grips with the need to increase diversity," said Connie Chen, a certified financial planner (CFP) and ...

A military couple uses 15 credit cards to maximizes rewards while carefully avoiding debt by never carrying a balance.

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 ...