Mesirow Wealth Management Hires Gary Pattengale, CFP® in Strategic Expansion of Tax Planning Services
Mesirow, an independent, employee-owned financial services firm, today announced that Gary Pattengale, CFP® has joined ...
The Earth Institute Columbia University12h
Why a Master’s in Wealth Management from Columbia Is More than Graduate Education
M.P.S. in Wealth Management alumnus and course associate Miles Sharpe explores the evolving wealth management landscape and highlights how graduate education and inspiring teaching foster lifelong ...
Financial Planning2d
Exit interview: CFP Board CEO Keller looks back on last two decades
Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...
Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors
Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior ...
Duquesne University's new financial planning track gets CFP Board approval for fall 2025 launch
Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment ...
planadviser.com7d
Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...
Hosted on MSN9d
Career opportunities CFP certification open up in financial services and wealth management
CFP Certification opens doors to diverse career opportunities across financial services and wealth management sectors. CFP ...
Forbes11d
The Tech Executive's Guide To Building And Managing A Portfolio
a wealth advisor can help you navigate the complexities of wealth management. As a base point, qualified advisors may hold a CFP, CFA, ChFC and/or CIMA designation. Once your portfolio has ...
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant ...