Accounting

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

These four experts can help you address any client situation.

The strategy could provide lifelong cash flow by trimming longevity risk.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Their use has jumped 1,035% with assets topping more than $1 trillion.