Ohio State favored to win 2025-26 CFP national championship in early odds
As odds for the 2026 national champion go live, the Buckeyes are a clear favorite to win the Playoff in 2025-26 with +450 ...
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CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
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SA’s financial planning industry hits 5 000 certified professionals
South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...
Despite growing concern about personal debt, there is help available
The latest MNP Consumer Debt report was released last week, and it reveals a significant decline in it’s confidence index to ...
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MONEY TALKS: Financial Planning through the ages
Certified financial planner, Chad Olivier, discusses how your financial priorities shift as you move through life. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s ...
Whatever happens with TikTok, ‘finfluencers' are here to stay. Here's how to vet money advice on social media
TikTok came back online after Trump paused the ban. While the fate of the app remains to be seen, so-called “finfluencers” ...
Wealth Transfers: 9 Unexpected Obstacles To Plan For Before It’s Too Late
If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...
There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty
If you have an inherited IRA, there’s a key change for 2025 that heirs need to know. Here’s how to avoid a penalty.
I’m 39, have $200K in my 401(k) and max it out, and invest $7.8K a year in stocks. I also own a few properties. Am I on pace for a good retirement or should a pro help?
Question: ​​”I am 39 and max out in my 401(k), which has $200,000 in it. I also invest $7,800/year in a few stocks with close to $65,000 total in stocks. I’ve invested in ...
If you're nearing retirement, these 2025 changes could affect your finances. Here's what to know
If you’re nearing retirement, key changes for 2025 could affect your finances. Here’s what to know, according to advisors.