Wealth Management
JUNE 27, 2025
He said the application adhered to the established tenets of the CFP curriculum. One of our [college-age] testers in interviews told us: ‘Acorns [the robo advisor] and my neobank are the players but Quinn is the coach,’” explained Markowitz.
Nerd's Eye View
JULY 18, 2022
To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.
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Abnormal Returns
JULY 3, 2023
riabiz.com) Why advisers need to step up their recruitment game. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. (riaintel.com) How iCapital is spending its capital - launching iCapital Marketplace. investmentnews.com) Advisers Who do investors trust with financial advice?
NAIFA Advisor Today
JANUARY 9, 2023
Klein, CFP, CLU, ChFC, RICP ; Brian Kelly, CLU, ChFC, RICP, CASL ; and Larwin W. Kauffman CFP, CLU, ChFC , met in the early 2000s, they didn’t anticipate starting a business together. Fortunately, fate intervened—with a bit of help from 41-year NAIFA member Terry McTigue, CLU, ChFC , who recruited all three to Northwestern Mutual.
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
NAIFA Advisor Today
FEBRUARY 9, 2023
This month's InsuranceNewsNet Magazine features an interview with Angela Ribuffo, RICP, CFP, ChFC, CDFA, CLTC , loyal NAIFA member since 1973.
eMoney Advisor
DECEMBER 15, 2022
There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30. However, there are signs that a new generation of financial planners is emerging.
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