"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

LPL Financial said it has brought over an advisor from D.A. Davidson & Co. who oversaw some $280 million in advisory, brokerage and retirement plan assets. John Somerville will join LPL’s employee ...

It's common to wonder how a new presidential administration will impact your wallet. As policies and regulations change, many people are left questioning what it means for their money. According to ...

Amplified Planning (AP) was created by Hannah Moore, owner and principal of Guiding Wealth in Richardson, Texas. Students in the virtual training programs earn credits toward CFP Board certification.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but ...

The Humphreys Group, a B-Corporation and boutique wealth management firm recognized for its dedication to advancing women's economic empowerment, is proud to announce a strategic merger with Treehouse ...

A Texas victory looks like the most likely outcome. The Longhorns, who lost in last season's national semifinals, have a team loaded with CFP experience ‒ unlike Clemson, which hasn't been in ...