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

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

The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

One of the most sought-after designations in wealth management is on the verge of becoming a little harder to claim on a resume. But before the Certified Financial Planner Board of Standards ...

Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...

Bringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.

There are seven basic estate planning documents that you should have if you live in Texas: a will, statutory durable power of ...

According to the Certified Financial Planner Board of Standards, nearly one-third of lottery winners eventually go bankrupt, a higher percentage than for average Americans, and it's worse for ...