CFPs

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

The strategy could provide lifelong cash flow by trimming longevity risk.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Their use has jumped 1,035% with assets topping more than $1 trillion.

The board will release new proposed revisions and seeks additional public comments.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?