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

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

Financial planners are seeing more clients contribute year-round, instead of scrambling to make a lump-sum payment during ...

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

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

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

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

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

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

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

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