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 ...

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 ...

Ask Preston D. Cherry — a CFP financial advisor, university professor, holder of a doctorate and master’s degree and the president of the Financial Therapy Association — about the pioneers of planning ...

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 ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

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 ...

Adulthood can be lonely. Even in an industry like financial services where you spend most of your time working one-on-one with clients, it's easy to miss the camaraderie of your school days, when ...

The Financial Planning Association has announced several leadership changes as it prepares for the year ahead, including the election of D. Crystal Alford-Cooper as president-elect for 2026.

The Financial Planning Association has appointed Dennis Moore as its new chief executive officer, formalizing a leadership transition that began earlier this year. Moore, who had been serving as ...

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 ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...