Accounting

The first step is to account for any obligations or costs, an expert says.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Practices can almost get rid entirely of expensive outside accounting services.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

The door has closed for public comments on the board’s propositions. While some industry heavyweights commended them, critics call out contradictions.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

A checklist for advisors who have clients looking to launch a new business.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.