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A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.

A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.

The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

DeVoe’s lookback at 2021 reveals trends and surprises.

While the giant wealth manager has won the balance of 23 decisions so far, it’s facing a wave of cases seeking hundreds of millions in damages.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

Relationships, simplicity and a little hard work can go a long way.