CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

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One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

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UK residents need proper lifestyle financial planning advice in their new jurisdiction. Retirement and tax planning, risk ...

While serving in the Army, Han Xue had worked in the public health field. But his curiosity and doubt over his financial ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

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.

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

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 ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...