It's a good idea to periodically assess your investment portfolio from time to time to see whether it meets your financial ...

Understanding the pros and potential cons of consulting a fiduciary advisor is the first step in finding the right guidance.

Learn more Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets ...

The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner (CFP) is a trade-industry designation for ...

A newly released survey conducted by the Certified Financial Planner (CFP) Board warns of major risks to clients’ retirement planning goals should the Tax Cuts and Jobs Act (TCJA) not be extended by ...

Younger advisers are seeing the value of increasing their technical knowledge and becoming chartered and certified financial planners.

As a Certified Financial Planner (CFP) and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we ...

“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...

The Venn diagram of financial planners and singer-songwriters who've turned heads at the Kerrville Folk Festival probably overlaps minutely. Like, maybe there's just one artist like that in all of ...