SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

The Dow continued to fall on Tuesday after Trump announced higher tariffs. Here’s what advisors are telling their clients.

The number of certified financial planners rose in every state last year, as the ranks of CFP holders climbed by more than 6,500 and topped 100,000 for the first time. However, the number of ...

Natasha Knox, is an advisor based greater Vancouver, with clients across Canada. Learn about her approach to financial planning and more.

Learn about financial consultants, their services, and how they can help you achieve your financial goals. Discover the key ...

Consider a fee-only planner to minimize the potential for conflicts of interest that arise when a planner isn’t a fiduciary.

If you plan to call it quits at work within a decade, or you’ve just retired, you may want to take steps to minimize what’s called sequence risk, which is the risk that the market falls, reducing the ...

The organization that administers the Certified Financial Planner credential plans to hold webinars to offer government ...

WASHINGTON--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using ...

Personal finance is a personal experience — and sometimes even money pros personally struggle to follow tried-and-true finance advice. From saving for retirement to building a retirement fund ...