Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes ...

Financial professionals share ideas on how and where to serve their communities and they take on volunteer projects.

Brighton Jones, a $26 billion (AUA) wealth management firm dedicated to aligning clients' wealth with their values and ...

Curious about the CFP® exam pass rate? Learn what it means, why candidates fail, and how to improve your chances with smart, focused prep.

A financial advisor may or may not hold a CFP designation and a CFP may call herself a financial advisor, too. The title “financial advisor” is an umbrella term that isn’t tied to a specific ...

The survey also looked at how advisors who were also CFPs compared with those who had IWI certifications. It found both CFP holders and advisors with IWI designations were far more likely to ...