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Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

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.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

Brandon Renfro is a certified financial planner with Belonging Wealth Management. He has been published in the Journal of Financial Planning and has contributed to numerous publications including Fox ...

South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

Robert F. Kennedy Jr.’s recent financial disclosures show a “massive” amount of credit card debt, according to experts.

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...