With nearly nine in 10 seeing danger to clients' retirement income and legacy plans, among others, CFP professionals are ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

The board said it will unveil programs this year to increase the representation of women in the advisory industry.

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Leland, North Carolina area. Leland has up to 11 advisors to choose from and using our filters for ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Miles City, Montana area. Miles City has up to 9 advisors to choose from and using our filters for ...

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

William “Drew” Watson CFP, a private wealth advisor and CEO of Align Wealth Management with Ameriprise Financial in Owensboro has been named to the list of “Barron’s Top 1,200 Financial Advisors” ...

general counsel at the CFP Board. Generative AI has helped advisors become more efficient in administrative duties, and consequently, “they can spend more of their time deepening relationships ...