Financial Planning

Tax advice is a no-no for many financial advisors. Tax guidance is not

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...
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I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

5 for '25: Five ways to distinguish meaningful certifications from vanity credentials

With an abundance of certification programs available, learn the key factors that separate valuable credentials from mere ...

‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Raymond James Welcomes San Diego Advisor Group Managing $1.1 Billion in Assets

St. Petersburg, Fla., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed five financial advisors with The Manning Companies (TMC) in San Diego to Raymond James Financial ...