Accounting

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

The good, the bad and the downright inexplicable in the suggested changes.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Claiming above-the-line tax write-offs doubles the standard deduction.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.