Your 40s are a balancing act that can set you up for long-term security — or leave you scrambling later. Sidestep these 9 key ...

The traditional retirement dream is obsolete. With longer lifespans and shifting career landscapes, individuals must design their work for financial independence. Building durable skills, pivoting ...

If it feels overwhelming, if you are not sure how to get started, or if you just don’t have the time, don’t worry. This is ...

With over a quarter of financial advisors already past age 65, the wealth management industry faces its biggest talent ...

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

With women currently making up a one-fourth minority of all CFP professionals, new research reveals how highlighting values and busting myths can help move the needle.

Learn how couples can plan, save, and work together to handle financial surprises like job loss, illness, or emergencies ...

The financial planning profession offers exactly the qualities many women college students and career changers are seeking, according to CFP Board's latest research report Advancing Women in Financial ...

Niche wealth management practices allow financial advisors to differentiate themselves in the industry. They're also opportunities for advisors who have had careers before wealth management to use ...

Workplace plan sponsors are increasingly doing more than just overseeing 401(k) accounts. New research from Fidelity shows that many are evolving into full-service financial planning resources for ...

Women often face unique financial needs. Building financial literacy, confidence with money and independence can help reduce stress and support informed decision-making. With a financial plan in place ...