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.

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

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

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

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 ...

Getting married in the month of February? Certified Financial Planner Michelle Buria, Managing Director, offers some tips to ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

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