Fintech startups like Onramp Invest have new competitors in an accelerated race to provide financial advisors with access to digital assets like Bitcoin. Flourish, a fintech Mass Mutual Life Insurance Company acquired in 2020 to provide RIAs with cash management services and other financial products, has a new solution toRead More →
According to the CFFP, which created and owned the CFP certification, it continued to expand the certification and surpassed 10,000 by the mid-1980s. In 1980, however, CFFP sued Adelphi University for the unauthorized granting of CFP grades to graduates of its respective certificate program. Still, despite CFFP’s trademark rights, itRead More →
Financial advisors with some experience in their field often pursue ChFC to broaden and deepen their practice, as the courses touch on many modern financial planning topics. According to the American College of Financial Services, more than 40,000 people have earned the designation. Here’s how to get a ChFC andRead More →
WASHINGTON, September 15, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today released a Guide to Financial Planning Careers provide guidance to students, career changers and financial services professionals on how to begin and maintain a successful and rewarding career in financial planning. The new guide isRead More →
The Center administers scholarships to help qualified individuals meet study requirements for the CFP® certification process. The scholarship offered in collaboration with Ballentine Partners helps the Center achieve its mission of creating a more diverse and sustainable financial planning profession. “We believe that supporting diversity within the next generation ofRead More →
The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →
Despite sluggish business and a dwindling number of insurance-owned wealth managers, a mid-sized firm is trying to catch up with advisory-focused rivals and return to growth. Penn Mutual Life Insurance has hired veteran wealth management executive Aaron Gordon to be president of its independent brokerage, Hornor, Townsend & Kent, afterRead More →
WASHINGTON, September 2, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (the Center) and Parsec Financial today announced the launch of the Parsec Financial CFP® Certification Diversity Scholarship which aims to advance diversity in the financial planning profession. Over the next four years, the scholarship will offer fourRead More →
Brian Hart is Founder and President of Flackable, an award-winning public relations agency representing financial and professional services brands nationwide. The agency, which he launched in 2014 at the age of 27, guides growth-oriented brands to new levels of credibility, authority and influence through his innovative and integrated approach toRead More →