Ann Marsh

The New York president questions legality of national chapter's use of local chapter funds for annual forum.

CFP candidates must master the new material in time for the November exam.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.

Edelman expects to see a wave of similar RIA-robo pairings, pushed by consumer demand for cheaper, unconflicted online services.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

"Vitriol" and "vileness" lead FPA national to take unprecedented "nuclear option" against New York chapter

Timothy Scheve will complete the term of John Thiel, the former head of Merrill Lynch, who left FINRA's board earlier this year.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.