Jake joins Centurion Wealth Management, expanding the firm's advisory team. MCLEAN, VIRGINIA / ACCESSWIRE / January 13, 2025 ...

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 ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...

Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...

"James Bigley Ranches offers unique insight on ranches, Western history, sustainability, and land management. With a wealth ...

CFP and Founder of FP Alpha and President of Altfest Personal Wealth Management. “Our tax planning tools empower advisors to ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

FP Alpha TAX is designed to simplify tax planning, increase efficiency, and deliver value to clients through actionable ...

FP Canada announced the individuals who earned the highest scores for the October 2024 sitting of the Certified Financial ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...