The CFP Board Center for Financial Planning awarded 80 new scholarships in 2021, an increase of 67% from 48 awards in 2020.
The record number of scholarships provided more than $300,000 to recipients, an increase of 50% from the more than $200,000 awarded in 2020.
Since its first scholarship program began in 2016, the CFP center has awarded 180 scholarships, providing more than $800,000 to aspiring financial planning professionals.
The center currently administers 10 scholarship programs launched jointly with sponsors and donors, of which five were launched in 2021. Each scholarship program assists individuals with completing the education and exam requirements for CFP certification, the CFP Board said in a release.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
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Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
