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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

When I earned my CFP certification in 2008, there really wasn’t any financial planning software. The CFP education—and the exam—required a pencil, paper, and a calculator.

Want to retire early? Financial advisors share the 3 key steps their most successful clients take to make it happen.

Whether you're starting over after divorce or the loss of a partner, failing to update your estate planning and financial ...

As households around the world continue to feel the impact of inflation and rising debt, Financial Planning Standards Board ...

If the economic climate is making you doubt whether you should retire this year, these three questions will help you make up ...

By helping clients find meaning in addition to increasing wealth, Stevens Capital Partners is making an impact while driving exponential business growth.

Certified financial planners and other wealth management executives share the steps you need to take in the event of an ...

The number of Americans living to 100 is expected to quadruple by 2054, yet most retirement plans aren't built for longer ...

Roughly three-quarters of Americans believe coming off a parent’s cell phone plan is one of the ultimate signs of adulting, ...

Raising a child with a disability comes with deep rewards—but also unique financial challenges. In Canada, while some support systems exist, the long-term financial needs of children with disabilities ...