I’ve spent 13 years reporting on and analyzing the investment space, and no single person has accounted for more of my attention than billionaire, longtime Berkshire Hathaway (BRK.B) CEO, and ukulele ...

A financial advisor shares the worst financial meltdown he’s witnessed—and the key money lessons everyone should take from it.

By Kate Ashford, In recent weeks, 44% of Americans in households making $125,000 or more say they’ve put more cash aside to ...

The author has over 10 years of experience as a certified public accountant and financial planner. Most of his wealthy clients have common habits, mindsets, and wealth-building strategies. He's ...

Learn how to become a Certified Financial Planner (CFP®) ... and business cards to build your personal brand. Step 6: Maintain Your Certification. Becoming a CFP® is a big achievement, ...

Key takeaways. The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers.

Want a little help with financial planning? The Financial Planning Association of LI will offer 15-minute free sessions as part of WTF: What The Financial!

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification ...

That is mirrored by an increase in the number of Certified Financial Planners (CFPs ®) in 2024 by 6,500, bringing the total to 103,093 nationwide, according to a study published by client ...

Key Points. The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t ...