A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

Financial planning remains the best antidote to financial stress and anxiety. Choosing an advisor wisely is a key step.

In the 1990s, the internet changed the nature of the financial advice industry. Now a few decades later, artificial intelligence is changing it again. Brent Beardsley is the head of advisor solutions ...

The College for Financial Planning has introduced a Spanish-language edition of its Financial Paraplanner Qualified Professional designation program, aiming to enhance services for Hispanic investors.

Investing and financial planning has changed dramatically over the past few decades. Advances in technology and user-friendly brokerages have made investing open to everyone, and costs have ...

Poor performance, high fees, strained communication and stagnant advice are among the reasons to look for a new advisor. Here's how to switch advisors if you need to. Many, or all, of the products ...