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

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

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

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 ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Schwab had said late last year that it was considering increasing fees for the program. “As we have shared with advisors in the Schwab Advisor Network program, after 18 years wi ...

Quality, affordable health care is crucial to aging well, and Medicare makes it possible for millions of older adults in the ...