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The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...