Financial planning profession is gradually getting younger, more diverse, as CFP ranks grow

The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...

How To Choose A Financial Advisor

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...
PLANADVISER

CFP Board Continues Trend of Record Certifications, Exam Candidates

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.

A CFP’s simple rule of thumb for balancing your financial priorities, and the accounts to use

For CFP Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth, balancing savings, spending and investing often ...

Financial Planner: Role, Salary, Skills, and Career Path

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...
InvestmentNews

CFP Board and FPA usher in new leaders as financial planning enters pivotal year

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning

UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...

What is a financial debt advisor?

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

Maryland CFP® Professional Warns: New Rule Changes Catch-Up Contributions for High Earners

Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...
Wall Street Journal

Financial Advisor vs. Financial Planner: What You Need to Know

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...