The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity ...

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Bartlett Wealth Management is pleased to announce that Melissa Mabley Martin, CFP®, CDFA® has been named a Principal of the firm. Melissa is an experienced Certified Financial Planner® and Chartered ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

Align Wealth Management, a private wealth advisory practice with Ameriprise Financial in Owensboro, has been named to Forbes’ ...

Discover the latest press releases from Inspire Confidence Group, a Private Wealth Advisory Practice of Ameriprise Financial ...