Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

Susan Bailey, Jennifer Lucovich, Jennifer Pope, named to Forbes Top Women Wealth Advisors Best-In-State 2025 list ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Sun Prairie, Wisconsin area. Sun Prairie has up to 27 advisors to choose from and using our filters ...

With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

Recognizing the growing use of artificial intelligence by financial advisors, this week the CFP Board released a "Generative AI Ethics Guide." The guide, which includes a checklist for upholding ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Stephanie was recently promoted from Senior Associate Advisor to Lead Advisor, and in her four+ years with MONECO has become ...

Not everyone necessarily needs a financial advisor. But there are certainly times when one can be useful, and there are certain questions you should be asking to make sure you find one you can trust ...

How Sahil Vakil, Founder of MRYA and adjunct professor at NYU, is talking to his clients about investing in art.