Practice

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."

How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.

So many terms, so little time. Test yourself using our third installment of our quiz series.

The private equity-backed buyer hopes to double its offices around the country in three years.

In spite of its own compliance policies, the firm failed to get several hundred clients to sign a disclosure notice that described risks associated with inverse ETFs.

The new hires are both industry veterans of more than two decades.