New data show LPL, Edward Jones and other national players leading amid a surge in credentials holders, with more women and ...
The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...
Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...
Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct. The Certified Financial Planner Board of Standards has ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
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Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning
UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...
The CFP Board of Standards said it will work this year to increase the number of female certified planners, while citing figures that show women are making the financial decisions in a majority of ...
Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...
The CFP Board is looking to find a successor for Kevin Keller, who will retire in April after serving as the CFP Board’s CEO ...
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