Accounting

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

For the first time since 2008, a commission will propose long-awaited changes to the Standards of Professional Conduct. Areas under review include code of ethics and planning practice standards.

Shannon Pike will concentrate on bridging adviser communities.

New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.

Advisers should consider possible policy changes in planning discussions.

Help clients avoid costly mistakes when enrolling in these essential programs.

Help clients filter out the noise around potential changes to the system.