The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

Adulthood can be lonely. Even in an industry like financial services where you spend most of your time working one-on-one with clients, it's easy to miss the camaraderie of your school days, when ...

The Financial Planning Association has appointed Dennis Moore as its new chief executive officer, formalizing a leadership transition that began earlier this year. Moore, who had been serving as ...

Ask Preston D. Cherry — a CFP financial advisor, university professor, holder of a doctorate and master’s degree and the president of the Financial Therapy Association — about the pioneers of planning ...

When you’re in financial need, the last thing you want to worry about is how you’ll pay for help. Whether you’re looking for ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...