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One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

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

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].