Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

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This article follows up on my previous piece on Moneyweb, published on 9 January 2025, titled I am retiring in the next 12 months: What should I do? I received many questions from readers, one of the ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

When seeking guidance on managing money, Canadian investors often encounter two different types of support—financial advice ...