The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

Discover how financial advisers can empower women in South Africa by addressing financial inequalities and building trust.

There were hopeful notes at the swearing-in of 20 new board members, half of them elected. Now the hard work begins.

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Whether someone is a financial adviser, planner or financial business owner, being new to the industry comes with its own set ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...