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15 小时
on MSN
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex ...
Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is ...
12 小时
CFA vs. CFP: Which one is right for you?
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
10 小时
on MSN
How to Find a High-Net-Worth Financial Advisor
Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.
Moneyweb
12 天
SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
Opinion
12 小时
Opinion
Don & Elon’s Excellent Adventure? Only China Is Laughing.
It’s hard for me to say it better than the normally pro-Trump Wall Street Journal’s editorial entitled “The Dumbest Trade War ...
SmartAsset on MSN
6 天
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.
Think Advisor
4 天
12 States With the Fastest-Growing CFP Populations
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
panow
7 天
Best Financial Planner: Adrian Locke of Thierman Financial
After being interested in becoming a financial advisor for quite a while, she joined Thierman Financial in 2015 and brings a ...
The Penny Hoarder on MSN
13 天
How to Choose a Financial Advisor Based on Your Needs
Looking for help managing your money? It may be time to hire a financial advisor. Figuring out how to choose a financial ...
7 天
FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2025 GRANT RECIPIENTS, MARKING RECORD-HIGH ...
FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...
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