News

Starting in 2026, the new HSA contribution limit will be $4,400 for self-only health coverage, the IRS announced Thursday.
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Robo-advisors haven’t replaced traditional advisors as many expected when they emerged in the early 2010s. Instead, they have ...
There are several notable updates are being introduced to the CFP curriculum and exam format in 2025: The curriculum now ...
When Financial Advisor magazine ran its first “Young Advisors to Watch” list 10 years ago, you could already see that ...
The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.
Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
Commercial Finance Partners, a Boca Raton-based direct lending and advisory firm, announced the launch of its Debt Capital Advisory platform. As one of the market leaders in small business consulting, ...
This has changed. Now when I speak at conferences, events or seminars for financial advisers I’m constantly approached ...
William C. Reynolds, CFP Professional, located at 2978 La Questa, Prescott, won first place in the 2024 Readers’ Choice ...
The organization that administers the coveted Certified Financial Planner credential is increasing its annual fee for CFP ...