Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

A rock-solid financial plan ensures that your assets are working to secure both your short- and long-term stability. Having a clear financial strategy also brings invaluable peace of mind, as it ...

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

Whether retirement is just around the corner or a distant milestone, a solid income plan can help you maintain independence, security, and the all-important peace of mind. Planning for retirement is ...

The heart of personal financial planning isn’t about predicting the future. It’s about preparing for the unexpected.

Financial planning for widows and widowers is a process of evaluating their current financial situation and developing a plan to ensure their future financial security. This process takes into account ...

Every April we celebrate Financial Literacy Month to promote financial education and well-being in the United States. Financial Literacy Month also serves as a reminder that Social Security is a vital ...

What Is Data Gathering in Financial Planning? Data gathering in financial planning refers to the process of collecting and analyzing relevant financial information about a client, including their ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

I have always been passionate about planning, whether it’s organizing significant life events or simply preparing a grocery list. Planning not only simplifies our lives but also creates a sense of ...