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

UK residents need proper lifestyle financial planning advice in their new jurisdiction. Retirement and tax planning, risk ...

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

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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 ...

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

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Read: SA’s financial planning industry hits 5 000 certified professionals “Having said that, there is a promising pipeline of more than 1 000 new candidates working towards becoming CFP ...

CERTIFIED FINANCIAL PLANNER® professionals are sharing their best money tips for couples. Be open, honest and respectful: Whether discussing debt or other financial commitments, credit scores or ...