Accounting

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.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

Five members of the network will receive the scholarship each cycle.

CFP candidates must master the new material in time for the November exam.

Many planners see this exam as a must-have credential. Want to ace it? Have a plan.