Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

See how we rate tax products to write unbiased product reviews.Stock volatility caused by President Donald Trump's tariff ...

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

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Sun Prairie, Wisconsin area. Sun Prairie has up to 27 advisors to choose from and using our filters ...

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

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

Most surveyed CFP planners said U.S. consumers will face "substantial risks" if the cuts expire at the end of the year.

Learn how Chloe Moore, financial planner and founder of Financial Staples, is talking to her clients about how to use their ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

William “Drew” Watson CFP, a private wealth advisor and CEO of Align Wealth Management with Ameriprise Financial in Owensboro ...

The decision to cash in your CD account shouldn't be made hastily. Here's when experts say it makes the most sense.