New York, NY, February 1, 2022 – Three advisors from JP Morgan Wealth Management were rewarded Financial planning2022 Annual List of the Top 40 Financial Advisors Under 40. Financial planning recognized the following advisors for their outstanding performance: Michael Briese, Private Client Advisor – New York, NY David Li, HeritageRead More →

WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →

BOSTON, January 19, 2022 /PRNewswire/ — Concord Wealth Partners, an independent registered investment advisory firm (“RIA”), has formed a strategic partnership with Coppertree Financial Planning, LLC, a $230 million AUM RIA based in Greater Boston. New England-based Coppertree LLC has joined Concord Wealth Partners and will operate as a newRead More →

With the mass movement towards index funds giving asset managers a large number of shareholder votes in publicly traded companies, companies are facing increased pressure to use this power to drive change. A group of unions, corporate responsibility organizations, religious leaders and other investors accuse asset managers of making ‘publicRead More →

Financial Planning Software Market 2022-2028 A new market study, titled “Upcoming Trends, Growth Drivers, and Challenges of the Financial Planning Software Market” was featured on fusionmarketresearch. The description This comprehensive study of financial planning software The market offers an overview of the existing market trends, drivers, restraints, and metrics andRead More →

WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →

The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →

WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →

For example, there is tax-free compensation, generous education benefits, no or low cost health care, housing allowances and a host of free services on base. That’s why Certified Financial Planners advising military and veteran families suggest you anticipate and plan for what’s to come to minimize financial disruption while savingRead More →

CHICAGO, November 9, 2021 /PRNewswire/ — Today, CDL 1000, a leading technology/logistics company, announced by Leon Levin appointment as Chief Financial Officer, where he will oversee accounting, pricing, financial planning and analysis, financial reporting, investor relations, internal audit, payroll, purchasing, SEC reporting, taxation and cash flow. He will report toRead More →

NEW YORK–(BUSINESS WIRE)–Prosek Partners, a leading independent public relations and financial communications agency, has won the Global Corporate/Financial Agency of the Year award at the 2021 Global SABER Awards. This follows Prosek’s nomination as a North American Global Business/Financial Agency of the Year 2021 by PRovoke Media earlier this year.Read More →

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →

CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →

WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →

eMoney Advisor announces its new partnership with the Foundation for Financial Planning (FFP). Tweet that “We are deeply committed to giving back and advancing our vision of financial peace of mind for all. Together with FFP, we can leverage technology and industry expertise to provide financial advice to communities theRead 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 →

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 →