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

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

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 ...

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

Some social media financial influencers excel at explaining complex concepts to their audiences, said New York Times reporter ...

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

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is disabled and I’m retiring this year. How do I end my cu ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...