-
Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.
February 21 -
The good, the bad and the downright inexplicable in the suggested changes.
February 12Buckingham Wealth Partners -
A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9 -
Claiming above-the-line tax write-offs doubles the standard deduction.
February 6 -
Bronfman Rothschild executives have learned important guidelines on evaluating deals.
February 5Bronfman E.L. Rothschild -
What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.
January 31Financial Planning -
The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.
January 16 -
A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.
January 10 -
While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8 -
Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.
December 21