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 ...

Three planners and a pro bono committee of financial advisors took home the Financial Planning Association's highest honor this year. The FPA's Heart of Financial Planning Award recognizes advisors ...

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 ...

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 ...

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 ...

A coalition of national financial planning organizations is urging the Department of Labor to stay the course on a proposed fiduciary rule aimed at protecting retirement investors. In a joint open ...

CFP Board and the Financial Planning Association are both starting 2026 strong with new leaders at the helm. At CFP Board, Terri Kallsen has taken over as board chair, beginning a one-year term on Jan ...

In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP&A ...

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 ...

The stock market over the last decade has driven up the valuation for many registered investment advisor firms, or RIAs, to unprecedented levels. As a result, many financial advisors have worried less ...

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 ...