CFPs

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

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.

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.