By leveraging best practices and resources, practitioners can protect vulnerable clients, support families and fulfill their professional responsibilities ...
In the years following the enactment of the Tax Cuts & Jobs Act in December 2017 (the TCJA), estate-planning conversations with high-net-worth clients centered around the impending reduction of the ...
There are a range of steps states can take to meet our growing energy needs in a way that works for consumers and helps ...
Tucked away in eastern Utah’s Carbon County sits a place where time moves at its own leisurely pace and real estate prices ...
Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance ...
The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...
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14don MSN
Financial Planning Profession Is Gradually Getting Younger, More Diverse, as CFP Ranks Grow
The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...
Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in ...
2d
LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...
As confetti settles and another year begins, millions of Americans make resolutions to improve their lives. Yet one ...
New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...
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