圣地亚哥 - LPL Financial LLC (NASDAQ:LPLA) 周二宣布，截至2025年12月31日，该公司已有6,200名附属财务顾问获得了CERTIFIED FINANCIAL PLANNER™（CFP®）认证，公司称这是行业内拥有最多CFP认证顾问的机构。

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Impact: 2025 Financial Planning Longitudinal Study, confirming that Americans who work with CFP ® professionals continue to achieve better financial outcomes than those working with other advisors or ...

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 ...

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

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 ...

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.

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective ...

We’ve all made money mistakes: Missed payments, impulse buys or that one time we thought crypto was definitely our ticket to riches. But every now and then, you witness a financial meltdown so wild, ...