DURHAM, N.C., Oct. 16, 2025 /PRNewswire/ -- CFP Board's newly released Guide to Managing Conflicts of Interest in Marital Engagements is putting focus on one of the profession's toughest blind spots: ...

A Lufkin-based financial planner and therapist will take the stage at one of the country’s largest financial planning events this fall to share insights on marriage, psychology and money. Taylor Kovar ...

The Great Wealth Transfer is happening now as baby boomers pass away and leave their estates to loved ones. Women are expected to inherit $50 trillion over the next twenty years. Angie Breeding lost ...

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...

CFP Board today announced new data from a compensation study that reveals that CFP® professionals have high levels of career satisfaction and enjoy higher earnings than financial planners without CFP® ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

No matter your current financial situation, working with a Bay Area financial planner can set you up for a successful future. From debt repayment to retirement planning and investment strategies, a ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Molly Grace is a staff money writer at Buy Side ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...