South Africa’s financial planning sector has reached an important milestone – it now has more than 5 000 individuals who are entitled to use the Certified Financial Planner (CFP®) designation.

Using forms of credit to pay for emergencies should be a “last resort,” one financial advisor says. Here’s why.

A military couple uses 15 credit cards to maximizes rewards while carefully avoiding debt by never carrying a balance.

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

A tax refund is a reimbursement from the government when you've paid too much in taxes during the year. Here are some options for what to do with that money.

The best business checking accounts for February 2025 offer opportunities to earn interest, waive ATM fees, and provide other valuable perks.

Business Insider ... Complimentary financial planning is available for all SoFi members outside of the app, alongside additional benefits. Work with certified financial planners (CFPs) who can ...

Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.

The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.

Wolf Pine Capital, a new independent wealth management firm committed to democratizing high-end financial services, today announced its official launch. Founded by Peter Ankeny, CFP®, a former ...

Business credit cards can help you earn rewards and manage your finances, but only if you use them responsibly.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...