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The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.
October 19 -
Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.
October 18 -
Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.
October 18 -
How to use, govern and adopt AI were some of the main themes from the Monday event.
October 17 -
Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.
October 17
Capgemini -
Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.
October 17 -
Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.
October 13 -
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13 -
The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.
October 13
NEPC -
Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
October 12







