Learn essential financial steps for widows, including managing immediate needs and understanding survivor benefits.

Additionally, there are now a substantial number of fintech companies that have created platforms to offer financial planning ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new ...

We all make money mistakes -- yes, even financial advisors. The good news? Not every slip-up spells disaster. In fact, some ...

CFP Board today announced the results of the March 2025 CFP ® Certification Exam. The exam was administered during a March 18-25 testing window to 3,854 candidates. This is the largest number of ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

In today’s CT BUZZ, Reporter Jillian Andrews welcomed Eric Hogarth, Certified Financial Planner ®(CFP) and Senior Partner at ...

Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

The Certified Financial Planner (CFP) certification, overseen by the Financial Planning Standards Board (FPSB), has been in ...