Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and ...

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 ...

To help financial planners become more comfortable with this emerging technology, the Financial Planning Association has partnered with Capital Investment Advisors to launch the FPAi Authority.

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 ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

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 ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

A holistic financial plan goes beyond—here’s how to approach it.

Certified Financial Planner™ Jamie Bosse gives tips on approaches to estate planning. If you do not have an estate plan in place, the state could determine how to divide your assets or it could result ...

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 ...