The Financial Planning Association said yesterday that it has bestowed the 2024 Heart of Financial Planning Award on three planners who have shown a commitment to bettering the profession. The three ...

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Three planners and a pro bono committee of financial advisors took home the Financial Planning Association's highest honor this year. The FPA's Heart of Financial Planning Award recognizes advisors ...

PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

CFP Board and the Financial Planning Association are both starting 2026 strong with new leaders at the helm. At CFP Board, Terri Kallsen has taken over as board chair, beginning a one-year term on Jan ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

In today's dynamic business landscape, effective financial planning and analysis (FP&A) has become an indispensable function for organizations seeking to thrive amid uncertainty and complexity. FP&A ...

The Foundation for Financial Planning, the national nonprofit dedicated to pro bono financial planning, has updated its board of trustees with a new chair for 2026 and five new trustees. Yonhee Choin ...

Diversity among financial planners has improved slowly. Still, 83% of certified financial planners in 2021 were white and 77% were men, according to the CFP Board. CNBC spoke with Dennis Moore, the ...

For families with special needs, financial planning is not just about securing a future. Their idea behind the planning is to ensure dignity, care, and stability for loved ones. Christian Urbina, CFP® ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...