Former Engineer and Multi-Family Office Advisor Launches Wolf Pine Capital, Bringing Family Office Services to Broader Market
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 ...
This should be your ‘last resort' to cover an emergency expense, financial advisor says
Using forms of credit to pay for emergencies should be a “last resort,” one financial advisor says. Here’s why.
Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
The Earth Institute Columbia University1d
Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program
Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...
NBC Los Angeles7d
There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty
If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.
Whatever happens with TikTok, ‘finfluencers' are here to stay. Here's how to vet money advice on social media
TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...
CFP Board Promotes Public Trust With 17 Actions
Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® ...
Business Wire14d
CFP Board Marks Milestone Year, Topping 100K Certificants and Boosting Consumer Trust and Awareness
WASHINGTON--(BUSINESS WIRE)--CFP Board ... recognition of and preference for CFP® certification, reinforcing its value as the standard in financial planning. “The value of CFP® certification ...
Now is an ideal time to do a financial reset, advisor says. Here's why
Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your financial goals.
IFA Magazine14d
How new financial planners can future proof their roles
The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’ expectations change in response to new technologies and ways of working. Today, new entrants to ...