CFPs

High-deductible plans open the door to tax breaks for high-income investors, an expert says.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.

After an investigation into the self-disclosure of regulatory incidents, the board is looking to strengthen the review process and clear up public confusion.

With any level of success comes visibility, and with that comes a responsibility to lift up others.