FPA

Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.

Three African-American industry leaders suggest how to improve diversity and inclusion.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.

Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

Nearly three-in-four advisors (73%) do not have a succession plan in place.