The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

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

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

Yonhee Choi Gordon, CFP®, begins tenure as Chair; Terri Fiedler named Vice Chair; five new trustees join the board ...

Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in ...

Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the 2026 board chair-elect. Current chair-elect Terri Kallsen will serve as chair next year, and ...

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