CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

Question: “I’m not happy with my current financial planning team. My situation is a bit complex because my husband is ...

Many people hesitate to consult a human financial advisor because they feel they don't have enough assets. Historically, this concern was valid. Many advisors prioritized clients with substantial ...

Using forms of credit to pay for emergencies should be a "last resort," one financial advisor says. Here's why.

Discover what a certified check is, how it works, and when to use it. We'll explain the advantages and potential drawbacks of using certified checks.

We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...

and whether they are a CERTIFIED FINANCIAL PLANNER® professional. You could ask them what products and services the advisor provides, as this will give you a good sense of what options you will ...

Over 4,000 Certified Financial Planners (CFPs ... when certificants move from one state to another. The number of financial advisors in an area can affect the quality and availability of ...

Conferences are among the best ways to do that. Here is a list of the most anticipated conferences for financial advisors in ...