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 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 and the “Journal of Financial Planning” announced that three academic researchers have earned the 2024 Best Research Award for their contributions to advancing ...

The CEO who ushered in greater stability at the Financial Planning Association under centralized leadership and collaboration died of cancer. Processing Content Patrick D. Mahoney, 62, died Feb. 1 ...

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 ...

A coalition of national financial planning organizations is urging the Department of Labor to stay the course on a proposed fiduciary rule aimed at protecting retirement investors. In a joint open ...

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 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers 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 ...