How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

A financial advisor can help families save for education using 529 plans and align education planning with their broader financial goals. A 529 plan is a tax-advantaged account, where money grows and ...

Are You Losing Money Without Realizing It? Managing money effectively is no small feat. According to the National Financial Education Council, a lack of financial knowledge costs the average American ...

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth ...

Financial Planning's latest continuing education quiz is now available online. The August 2025 CE quiz will test takers' general knowledge of various practice areas in wealth management via a ...

Investors should be asking their financial advisors crucial questions at various points in time. Let’s examine five of the most essential. What are we doing to protect against longevity risk?

New research points to the value of product education and specialist insight as advisors diversify further beyond mutual ...

Many Americans aren’t consulting financial advisors about college savings, and many might not even know what a 529 plan is, according to research from Edward Jones. In an annual survey, the firm spoke ...

Service members-turned-advisors sound off on how unique benefits, military discipline, and cultural challenges shape the ...