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

The updated Competency Standards are designed to strengthen and reinforce the value of CFP ® certification for the profession and the public, including by aligning CFP ® certification with 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 ...

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

Before you hire a financial planner, you need to make sure they're a good fit for your long-term goals. Asking these ...

Lisa McInerney is a Vice President and Wealth Management Advisor at Merrill in Bloomfield Hills, where she provides planning-based guidance to individuals, families, businesses, and multigenerational ...

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 ...

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

Bartlett Wealth Management is pleased to announce that Melissa Mabley Martin, CFP®, CDFA® has been named a Principal of the firm. Melissa is an experienced Certified Financial Planner® and Chartered ...

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 oversee ...