Accounting

Commissions and cash-sweep revenue jumped by more than a combined $100 million in 2018 — even as the parent firm’s longtime chairman left the company.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

The impact of the 35-day partial government shutdown could delay the process this year.

The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.

By allowing disciplinary actions to be expunged from certificants’ records, the board is sabotaging its own efforts to raise industry standards.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?

The research firm’s headcount and related job forecast are based on a highly elastic idea.

New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

Addressing the imbalance in the industry is a strategic imperative.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.

Find out where this year's programs fall on the map.

The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.