Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.

The online training program for aspiring financial planners, which has already helped 4,500 alumni, is entering its sixth ...

Registration for The Externship is now open and will close on May 23, 2025. To learn more about the program and secure a spot ...

I have $3 million in investments and I own three rental properties with no debt. I’m a lifetime federal employee with all the ...

Early-career advisors and career changers looking for additional experience working with real client scenarios on the core foundations of financial planning can now apply for Amplified Planning's 2025 ...

Based in CFP Board’s Washington, D.C., headquarters, Berkenpas will report to CFP Board Chief Program Officer Lisa Davis. She joins the organization on April 7. CFP Board’s recruiting partner, ...

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the Tax Cuts and Jobs Act of 2017.

A study in contradictions. The post James Franklin Gets Brutally Honest on Penn State's 'Unusual' CFP Curse With Blunt ...

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous ...

Financial literacy is needed now more than ever, and these free investing classes provide quality instruction.

Tariffs and interest rates are among the things that can affect how much debt you take on, and how expensive it will be to ...

Recent weeks have seen financial markets shaken and stirred by swirling news headlines, tariff whiplash, and rising economic uncertainty. The recent market decline helped quell the “irrational ...