Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer. It feels good to ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

If you're in a position to own your home free and clear, should you pay off your mortgage? Professionals with Standard ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

CHARLES CLAVER Senior Vice President; Director, Private Wealth Advisor team (310) 887-0100 | [email protected] first.bank/Wealth Most successful ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP ...

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in ...

Ahmedabad (Gujarat) [India], April 23: As per the Gazette Of India: Extraordinary, IFSCA (International Financial Services Centres Authority) announced and recognised that CFP® professionals ...