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.
Goldman's president and COO is expected to replace David Solomon as CEO as soon as 2027, ending a near-decade at the firm's helm.
A state-by-state Medicaid report card, federal cuts starting in January and a home-equity cap due in 2028 are pushing a program most affluent families ignore into the planning conversation.
New model blends public and private markets as demand for alternatives among wealthy clients accelerates.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
