The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

M&A presents an attractive growth driver and we plan to pursue companies with complimentary solutions,' says Peter Tsang, ...

The CEPA designation is the gold standard in exit planning and is designed to educate and empower advisers with strategies that align business, personal, and financial goals into a cohesive master ...

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 today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

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

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

DJ RELEASE OF THE ESG 1000® NON-FINANCIAL GOVERNANCE CERTIFICATION STANDARD COFICERT / Key word(s): ESG/Product Launch RELEASE OF THE ESG 1000® NON-FINANCIAL GOVERNANCE CERTIFICATION STANDARD 29 ...

But financial anxiety is more than just worrying about how much money we have in the bank. Anxiety over our finances can show up in all sorts of ways, and in some cases, it can lead to health ...