Two Midland residents were recently appointed to state boards by Governor Gretchen Whitmer. Ann Scott was appointed to the State Historic Preservation Board. Scott is a principal and environmental ...

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return to the country ...

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

About 61% of surveyed adults of ages 18 to 35 are financially stressed, according to a new Intuit survey. Unexpected costs or ...

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...

Large financial-services firms are accounting for much of the overall growth in the ranks of Certified Financial Planners.