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 ...

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

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

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

Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...

Budgeting remains a top priority for Americans in 2025, with 42% focusing on debt reduction, 21% saving for major purchases, ...

I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...

"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 ...

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

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