The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...

Artificial intelligence (AI) is redefining the future of financial planning, transforming how professionals deliver advice, connect with clients and build trust in an increasingly data-driven world.

The Certified Financial Planner Board of Standards has begun the search for its next chief executive, engaging executive recruitment firm Spencer Stuart to lead the process. The move comes as Kevin ...

Yonhee Choi Gordon, CFP®, begins tenure as Chair; Terri Fiedler named Vice Chair; five new trustees join the board ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

NEW YORK, NY / ACCESS Newswire / January 27, 2026 / Pinnacle Associates, Ltd. announced today that Amy Pastorino, CFP ® has been appointed Director of Financial Planning. In this role, she will ...

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