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CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

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

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

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

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

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

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

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 ...

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

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial hardshipWashington, D.C., Jan. 28, 2025 (GLOBE NEWSWIRE) -- Foundation for ...

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...