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Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
The Earth Institute Columbia University2d
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
InvestmentNews6d
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty
If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.
Santa Rosa Press Democrat2d
Time over timing: Why patience pays off in the long run
Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.