Mr. Hui says he encourages clients to begin in steps so they aren’t walking off a ledge. He notes clients with big dreams ...

Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

Whether it’s saving for retirement, paying off debt, or buying a dream home, goal setting provides direction and serves as a ...

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.

With demand for financial advisors expected to grow quickly — at a rate of 13% through 2032, according to the Bureau of Labor ...

For things like financial planning and other services ... advanced expertise or special certifications like certified financial planner (CFP) can sometimes charge higher fees.

A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new ...

CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.