Accounting

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Unconflicted enforcement of the new code requires monetary investment from certificants.

A young advisor put her faith in letters and numbers until a client set her straight.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.