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Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
It's far too early to know what next year's Social Security cost-of-living adjustment might be. However, based on several ...
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...