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 ...
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 Financial Planning Association and the “Journal of Financial Planning” announced that three academic researchers have earned the 2024 Best Research Award for their contributions to advancing ...
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 ...
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 ...
The Financial Planning Association has mapped out the next steps in its leadership succession plan as it announces the next person in line to lead it as president in the next couple of years. Daniel ...
FPA PlannerSearch to transform from a static directory into an interactive platform that connects consumers with qualified CFP(R) professionals through behavioral and data-driven intelligence DENVER, ...
Founder and VP of Money Quotient named winner of the 2024 P. Kemp Fain, Jr., Award given to a financial industry professional. The Financial Planning Association, the membership organization and trade ...
Financial planners are long-term strategists who can help you plan for retirement, college bills and other major milestones in your life. In other words, they’re crucial resources for anyone forming a ...
The share of financial planners scaling up their use of alternative investments over the past year has shown significant jumps, according to the 2025 Trends in Investing Survey conducted by the ...
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 ...
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 ...