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 ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

Ask Preston D. Cherry — a CFP financial advisor, university professor, holder of a doctorate and master’s degree and the president of the Financial Therapy Association — about the pioneers of planning ...

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 ...

The Financial Planning Association has appointed Dennis Moore as its new chief executive officer, formalizing a leadership transition that began earlier this year. Moore, who had been serving as ...

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 ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

Adulthood can be lonely. Even in an industry like financial services where you spend most of your time working one-on-one with clients, it's easy to miss the camaraderie of your school days, when ...

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 ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it'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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Abby Spann does event planning ...