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

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

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

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

Wealth management services cater to affluent individuals ... Key wealth manager qualifications include CFA and CFP designations, signaling expertise. Key findings are powered by ChatGPT and ...

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, ...

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