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 ...

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 ...

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

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...

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

Approval for a business credit card is typically based on your personal credit and financial history rather than your business financials, which is good news for new businesses and sometimes side ...

"Unfortunately, a lot of bad decisions are heavily influenced by time and pressure. If you're faced with a financial decision where anyone is pushing you to decide quickly – and in a way that favors ...

Financial services company Ally Financial (NYSE:ALLY) has reached an agreement to sell its credit card business to CardWorks. The transaction is expected to close in 2025, subject to the ...

The CFP Board is remembering 2024 as a year of records, when the number of Certified Financial Planners topped 100,000 and the successful candidates for the credential represented a high-water ...

And if you’re looking for exactly what your money resolution should be, we chatted with certified financial planners ... by government policies,” says CFP Nicky Amore.

So we also asked six certified financial ... point,” says Lei Deng, a CFP with Savor Financial in Missouri. “If [you’re] working with a financial planner, [you] can get help clarifying ...