As the inaugural enterprise partner, Customplan Financial will deploy VibePlan’s digital AI ecosystem across its advisor network, enabling enhanced client discovery, relationship building, and ...

Elon Musk recently declared that Americans should abandon retirement savings, predicting artificial intelligence will ...

Question: “I’m 86 years old and have $250,000 in my account and $1 million in investments. But, I get nothing from my 401 (k) ...

The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% ...

In 2025, the board also saw the largest number of racially and ethnically diverse professionals certified in a single year.

New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...

This blog explains the ISO 20022 standard and what it means for crypto, which was misinterpreted by many people from the ...

Current reports that while Bitcoin's price has skyrocketed, investing now requires careful consideration due to its ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

Money management feels a lot less overwhelming when you have the best certified financial planners (CFPs) in Austin on your side. The financial advisors featured here offer financial planning services ...

Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...