CFPs

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

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?

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

Young people learn about credit cards, compound interest, the wide world of finance — and how advisors can help.

A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

The 11,000-member organization will operate as the Investments & Wealth Institute.

The first step is to account for any obligations or costs, an expert says.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.