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.

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 ...

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

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 ...

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

Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.

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