A coalition of leading financial planning organizations today asked a House committee to reinstate the tax deduction for financial advice, which was cancelled as part of the Tax Cuts and Jobs Act ...

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 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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. As the year starts to wind down, it’s a great time to ...

A coalition of financial planning trade groups is urging Congress to reinstate tax incentives for professional financial advice, which were eliminated by the 2017 Tax Cuts and Jobs Act. The appeal ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...

Financial planning is a strategic approach to managing money that factors in both financial security and goals. The benefits of financial planning include reducing stress, increasing savings and ...

CFP Board and the Financial Planning Association are both starting 2026 strong with new leaders at the helm. At CFP Board, Terri Kallsen has taken over as board chair, beginning a one-year term on Jan ...

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 ...