Discover how the IDFA educates financial analysts on divorce tax law and asset distribution, certifying experts for equitable ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

See how financial therapy helps people manage financial stress and improve money behaviors. Learn about the role, benefits, ...

CFP Board today announced that its Board of Directors has approved updated Competency Standards to ensure that CFP® ...

K. Dane Snowden will take the top spot in March at the organization that oversees the Certified Financial Planner credential.

Scottie Scheffler entered rarefied air with a win at the American Express, and Patrick Reed revealed he hasn't signed with ...

Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance ...

UnitedHealth Group Inc. faces Medicare Advantage scrutiny and margin compression with solid top-line growth and a high yield.

This problem, he said, can’t always be fixed with software, and it’s led to some irreversible mistakes for clients. This confluence of unsuccessful client outcomes has driven him to create an exam and ...

These hybrid adviser services aim for a sweet spot that combines digital investing with a human touch.