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 R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

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 ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

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 ...

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

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Certified financial planner, Chad Olivier, discusses how long term investing is the key to growing wealth. Welcome to Money ...