CFPs

Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications presents tough choices for current and aspiring professionals.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service per one hour of CE.

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated leader.

The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.

Misconduct categories, new sanction factors and tweaks to the oversight procedure finish a process that started in 2016, General Counsel Leo Rydzewski said.

For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.