A small but vocal group of NAPFA members says the association has drifted from its fee-only mission and is distracted by what they call well-meaning but useless DEI initiatives. They warn the ...

Personal Finances: Initiating a business venture often requires significant financial outlay. Therefore, performing an exhaustive review of your personal finances, which includes your savings, ...

Handing over your financial information and trusting someone with your money requires more than a random pick from an online search. Bad financial planners can cost you tens of thousands of dollars ...

A roundtable of Certified Financial Planner professionals celebrates National Financial Planning Month and discusses how working with a financial planner can benefit couples on ‘Fox & Friends Weekend.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

GOOD MORNING AMERICA - Tony Robbins is a guest on "Good Morning America," 3/29/16, airing on the Walt Disney Television Network. (Photo by Fred Lee/Disney General Entertainment Content via Getty ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Clients who get married are starting a life together that could benefit from a financial planner. But financial advisors seeking to retain them for the long term must engage both spouses in helping ...

Hispanic Heritage Month is observed each year from Sept. 15 to Oct. 15. During this time, contributions made in the United States by Hispanics are celebrated. A spotlight is placed on history and ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...

In an era of economic unpredictability and tight margins, chief financial officers are under mounting pressure to do more with less. Nearly half of C-suite executives have considered budget cuts for ...