Elijah Nicholson-Messmer

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.

Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.

A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.

As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.

With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.

Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.

A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening.

Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical.

Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.

Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.

A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that investor demand will play a significant role in their decisions.

A unique mutual fund type is gaining ground with advisors, according to the FPA's newest survey. Advisors say the data points to a broader trend of planners shifting away from investment management.

A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a distinctly valuable asset for firms looking to attract and retain clients.