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

Financial planners are seeing more clients contribute year-round, instead of scrambling to make a lump-sum payment during ...

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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 ...

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

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

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

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].

Robert F. Kennedy Jr.’s recent financial disclosures show a “massive” amount of credit card debt, according to experts.