Accounting

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Helping clients navigate the complexities of tax reform is even more of a priority.

Helping clients navigate the complexities of tax reform is even more of a priority.

Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

The more you learn, the more you realize how little you know.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.

It will host public forums in nearly two dozen cities over the next 16 months.

Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.

Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.