As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

The future is bright for financial planning students at Texas A&M University, said the CEO of Certified Financial Planning Board of Standards.

This article discusses ten essential questions to help you evaluate a potential advisor’s qualifications, integrity, and fit ...

A smarter mindset can help protect you when you gamble on sports, says CFP Jonathan Greeson, especially during peak times ...

The market has seen some wild swings in recent weeks — and that has many investors wondering if they’re on the right path. So we asked 10 wealth advisors, certified financial planners and ...

Add articles to your saved list and come back to them any time. A financial planner defrauded almost $4.5 million from his former partner, cousins and primary school friends to fund a “voracious ...

Across the financial services industry, opinions on moving to cloud computing are shifting, according to the 2024 FIS Global Innovation Research. Although concerns linger about the cloud’s ...

Ethan Evans says résumés often fail by listing activities instead of showcasing effective results. Recruiters skim résumés quickly, so clarity and conciseness are crucial for success.

FT Adviser is committed towards improving women’s financial resilience and encouraging more British women to take independent advice. This is the first in a series of 51 interviews with women ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Most financial dilemmas don't need an immediate answer — don't feel like you need to rush. Before committing money to any plan, figure out ways to test whether it's really right for you.

The number of certified financial planners rose in every state last year, as the ranks of CFP holders climbed by more than 6,500 and topped 100,000 for the first time. However, the number of ...