The No. 1 thing to understand in the new year is your cash flow, says Gloria García Cisneros, a CFP from LourdMurray. That ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

FPSB India has launched the "Psychology in Practice" course to help financial planners understand the psychological aspects ...

FP Canada has named the top performers of the October 2024 sitting of the certified financial planner (CFP) exam. Laursen ...

High-yield savings accounts are offering big rates and low risk, but advisors say there are tradeoffs to consider.

The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP Chartered FCSI (Financial ...

CFP®, CFA® has ascended to the role of Chair of its Board of Directors. In this leadership role, Miller leads the professional body that certifies over 100,000 financial planning professionals across ...

Discover the educational path, necessary skills, certification requirements, benefits, and challenges of this career.