The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...
The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...
The group that oversees the Certified Financial Planner designation is seeing record interest in the credential, but ...
She assumes leadership at a historic time for the organization, with the largest-ever number of financial planning professionals across the US holding the CFP mark. “Leading CFP Board is truly ...
"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 ...
What sets high-net-worth individuals apart when planning for retirement? It’s not fancy ... certified financial planner (CFP) at Bogart Wealth, this approach isn’t just for the wealthy.
CFP consists of four modules: investment planning specialist, retirement and tax planning specialist, risk and estate planning specialist, and integrated financial planning (IFP), followed by a ...
The Railroad Retirement Board (RRB) amends its regulations regarding the submission of evidence in disability claims to require you to inform us or submit all evidence known to you that "relates to" ...
If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...
A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s. And yet here I am working in my 70s. The reality is that some of us ...
We started with 12. Was that too many? That's yet to be seen, but after weeks and weeks of anticipation, we've finally reached the conclusion of the first-ever 12-team College Football Playoff ...
Here's a look at the Buckeyes' odds of winning the CFP national championship after Wednesday's Rose Bowl win, including odds for their CFP semifinals matchup vs. No. 5 Texas: The Buckeyes open as ...