Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...