Jaco is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. Jaco Prinsloo is as Senior Financial ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

A Detroit entrepreneur and advocate for small business hopes his newest venture can give a boost to a broader group of ...

Investment consultant Charles Mensah has declared that he will hold Ghanaian international and Arsenal midfielder Thomas ...

Peninsula Township Supervisor Maura Sanders reports in with updates about a planning consultant, the winter newsletter, short ...

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 ...

I talk to entrepreneurs and professionals in their 30s who lament they’ve “gotten so old” and run out of time to invest and ...

Consultants’ assumptions about what constitutes success could exacerbate the problems nonprofits aim to solve. These three ...

In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...