A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

Many Americans aren’t consulting financial advisors about college savings, and many might not even know what a 529 plan is, according to research from Edward Jones. In an annual survey, the firm spoke ...

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth ...

New research points to the value of product education and specialist insight as advisors diversify further beyond mutual ...

Financial Planning's latest continuing education quiz is now available online. The August 2025 CE quiz will test takers' general knowledge of various practice areas in wealth management via a ...