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 →

WASHINGTON, September 13, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (The Center) and leading independent wealth management firm Aspiriant today announced the launch of the Aspiriant Impact Scholarship. The scholarship aims to advance and diversify the financial planning profession by supporting the development of aspiring CFP® professionalsRead 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 →

The University Academic Senate wishes to improve shared governance between faculty and administration surrounding university operations. Shared governance, in this case, would be a partnership between faculty and administration that ensures multiple parties are involved in major decision-making that would affect the academic experience at Marquette. Allison Abbott is anRead 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 →

Recently, Tom Sporkin, the CFP Board’s new Chief Enforcement Officer, contributed a column here titled “What a Former SEC Executive Learned About the CFP Board’s Enforcement Program,” which itself was a rebuttal of Allan Roth’s earlier contribution,”The CFP Board has given up on protecting the public from unscrupulous advisers.” AsRead More →

DENVER, August 18, 2021 /PRNewswire/ — Financial Planning Standards Board Ltd. (FPSB) and its global network are pleased to host the fifth World Financial Planning Day (WFPD) on Wednesday, October 6 as part of the International Organization of Securities Commissions (IOSCO). Investor Week. Representing more than 192,000 CERTIFIED FINANCIAL PLANNINGRead More →

Melinda Wilke (Wealth Advisor/Founder); Photo by Linda SmallPage, Shop Photographer Wilke Wealth and Investment PlanningRetirement • Investments • Protection • Estate • Family 5307 S. 92nd St., Suite 128, Hales Corners | 414-856-3060 | [email protected] | wilkewealth.com Wilke Wealth & Investment Planning is a national practice specializing in physicians, healthcareRead More →

The report says this may be why, on average, advisors rank a variety of planning topics as relatively equally important, including these: Projected retirement income versus projected living expenses: 53% Estimated retirement living expenses: 51% Current spending/savings and investment goals: 51% Alignment of future spending and savings with financial goals:Read More →

Are you overwhelmed with your finances but don’t even know where to start to get them in order? You have several options: bury your head in the sand, subscribe to personal finance blogs and podcasts to learn from others, or hire a finance professional. If you found your way toRead More →

A financial adviser is a type of financial adviser. A financial consultant will perform an audit of your current financial situation and develop a plan to help you achieve your future goals. Definition of financial consultant Financial consultants work with their clients to better understand their assets and what theyRead More →

Money / Financial Planning kate_sept2004 / Getty Images You’ve probably heard of the term financial consultant and you may be wondering what these professionals do. In general, they help you build wealth by designing the best strategy to achieve your goals based on your current financial situation. This includes everythingRead More →

For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →

Financial Analysts VS Financial Consultants: An Overview At first glance, financial analysts and financial consultants perform very similar functions. Both act as financial, economic and investment experts, and help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll see that analysts and consultants focus onRead More →