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When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.

The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.

Selecting the right model can put them on track to achieve their philanthropic goals and objectives.

The megabank's traditional brokerage unit has already paid a FINRA arbitration award and five settlements totaling $47.4 million.

One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.

Revelations about the failed cryptocurrency exchange FTX's inroads into the banking system raise important questions about how limited the crypto crash really is.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?