The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...
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How Can I Find a Truly Independent CFP Not Tied to a Brokerage?
How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
Over 100,000 financial advisors with the CFP designation are going to start paying more for the mark come this fall. On Tuesday, the CFP Board announced that it would be increasing its annual ...
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 (CFA) ...
Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when certificants ...
Erik Dartsch recently earned designation as a Certified Financial Planner with Edward Jones. Dartsch, a financial advisor with the company, is the only Edward Jones advisor in Woodland Park to earn ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
Advisors who handle divorcing clients without the necessary training could expose themselves to fiduciary risks, the CFP Board of Standards says. The board's “Divorce Guide: Navigating Divorce and ...
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