“I would put a good chunk into low-cost index funds like an S&P 500 ETF because you want solid, broadly diversified exposure ...

In separate CFP Board research, the board found that “women harbor misperceptions about the financial planning profession” that may be holding them back from becoming financial advisors. The survey ...

Recognizing the growing use of artificial intelligence by financial advisors, this week the CFP Board released a "Generative AI Ethics Guide." The guide, which includes a checklist for upholding ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Lone Tree, Colorado area. Lone Tree has up to 973 advisors to choose from and using our filters for ...

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.

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

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 ...