CFP Board

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.

The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.

While the data isn't definitive, migration may be playing a significant role.

If at first you don't succeed, you're not alone. Here's how do it right.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.