Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

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 ...

Three planners and a pro bono committee of financial advisors took home the Financial Planning Association's highest honor this year. The FPA's Heart of Financial Planning Award recognizes advisors ...

A holistic financial plan goes beyond—here’s how to approach it.

PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a ...

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 ...

A coalition of national financial planning organizations is urging the Department of Labor to stay the course on a proposed fiduciary rule aimed at protecting retirement investors. In a joint open ...

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 ...

Certified Financial Planner™ Jamie Bosse gives tips on approaches to estate planning. If you do not have an estate plan in place, the state could determine how to divide your assets or it could result ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...