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Wealthspire's Anora Gaudiano, one of FP's 2022 Rising Star Award winners, broke into planning after almost two decades as a journalist.
By Jem ShinSeptember 6 -
Financial Planning's Rising Stars Award recognizes professionals who have bright futures in the profession.
By Jem ShinSeptember 6 -
The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.
By Jem ShinAugust 12 -
Here's a list of the terms that advisors interested in crypto should be familiar with.
By Jem ShinAugust 10 -
A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.
By Jem ShinJuly 29 -
Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
By Jem ShinJuly 27 -
The company’s second-quarter earnings showed a drop in advisors and client assets even as increases in interest rates and loan balances drove profits higher.
By Jem ShinJuly 18 -
As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.
By Jem ShinJuly 15 -
J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.
By Jem ShinJune 29 -
The results come from the College for Financial Planning’s first cohort of scholarship winners.
By Jem ShinJune 27