Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...

(StatePoint) The demand for financial planners is on the rise, making this an attractive professional path for anyone to consider, from students to career changers. With the goal of promoting a ...

Discover top financial designations, their requirements, and how they can boost your career in financial services. Get ...

Don't miss the big stories. Like us on Facebook. (StatePoint) Interested in launching a financial planning career but not sure if it’s right for you? With its many different career tracks and ...

(StatePoint) Financial services offer a strong career path for Black students and professionals, particularly in the field of financial planning. Demand for financial advisors is rising, and leaders ...

In preparation for the post-college scramble for jobs, students often migrate toward familiar professions. But many students searching for a career in a prominent field pivot to something else before ...

Trailblazing planning legend Louis Barajas says he no longer provides planning or advice. "I do 'financial doing,' because for Latino communities, what happens is that when I meet with a client and I ...

Based on her recent discussions with financial planners, Wealth Insights managing director Vanessa McMahon believes the current environment is looking "grim". Practices simply don’t need to take on ...