Looking for a top CFP® prep course? This Kaplan CFP® course review breaks down features, packages, and why it stands out.

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training program for new financial planners. But back in 2020, as the pandemic forced ...

Jens Pascucci (left) and Dominic Altobelli, both graduates of Merrill's training plan, are on Financial Planning's 2025 Top 40 Brokers Under 40 list. In an industry known for a spectacularly high ...

When it comes to bringing more young people into the industry, Brian Mora has found that nothing succeeds like referrals — from other professionals and even from clients. To support that contention, ...

CFI - for its industry-aligned programs that help financial professionals apply core finance skills across corporate, investment, and planning functions, while supporting clear pathways to career ...

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important ...

CAMP HILL, Pa., July 20, 2021 /PRNewswire/ — KCA Wealth Management, a holistic financial planning firm serving Central Pennsylvania with office locations in Camp Hill, Hershey and Carlisle, announces ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Brian O’Connell is a freelance writer based in Bucks County, Penn. A former Wall Street trader, he is the author of the books CNBC’s Creating Wealth and The Career Survival Guide. His work has ...