Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

A well-structured financial plan is the foundation of long-term financial security. Research shows that individuals who follow a comprehensive plan are more likely to save consistently for ...

Discover the importance of estate planning to protect your family from legal complexities and financial burdens.

“Most women will become the primary or sole financial decision maker at some point in their life,” she says. “If they aren’t ...

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

Provisional income between $25,000 - $34,000 for single filers, $32,000 - $44,000 for joint filers, up to 50% of Social ...