The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Fairway Home Mortgage and the National Association of Insurance and Financial Advisors (NAIFA) today announced a new ...

Why should a Montana business owner or entrepreneur have a financial advisor themselves? Aren’t they doing that planning ...

Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.

Stephen Kates is a certified financial planner (CFP®) professional and banking expert specializing in financial planning and education. He is the principal financial analyst for Annuity.org and ...

The Motley Fool's Stephanie Marini, , CFP®, and Robert Brokamp, CFP®, are ready for this installment of the 2026 Financial Planning Challenge.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

Highland Wealth on Tuesday announced plans for a major office expansion that will double its physical footprint.

The Department of Finance at the Miami University Farmer School of Business has kicked off a pair of new programs aimed at ...

NAIFA and Fairway launch the CHEA credential, offering eight hours of education on integrating home equity into retirement ...