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 ...

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 ...

FPA 2022 President-elect James Lee FP Chief Correspondent Tobias Salinger discuss the complexity surrounding the formal definition of financial planning and the challenges that poses to the field's ...

Diversity among financial planners has improved slowly. Still, 83% of certified financial planners in 2021 were white and 77% were men, according to the CFP Board. CNBC spoke with Dennis Moore, the ...

When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting ...

Financial planners are long-term strategists who can help you plan for retirement, college bills and other major milestones in your life. In other words, they’re crucial resources for anyone forming a ...

Alternative investments have gathered the attention and interest of financial planners. According to a Financial Planning Association Survey, nearly half of advisors reported using or recommending ...

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 ...

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 ...

How Carolyn McClanahan, a financial advisor and founder of Life Planning Partners, Inc., helps clients set boundaries when providing financial assistance to family members.

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 ...