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Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
2h ago -
Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.
April 11 -
The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.
April 10 -
Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.
April 9 -
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
April 8 -
Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.
April 1 -
Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
March 21 -
Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from compliance to cybersecurity and more.
March 19 -
It's still not taking financial advisors' jobs, but the tasks it's taking on in the wealth space are expanding.
March 18 -
More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14