After serving as interim chief, the longtime FPA leader is officially stepping up amid a period of change for the association ...

The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...

A coalition of leading financial planning organizations today asked a House committee to reinstate the tax deduction for financial advice, which was cancelled as part of the Tax Cuts and Jobs Act ...

The CEO who ushered in greater stability at the Financial Planning Association under centralized leadership and collaboration died of cancer. Patrick D. Mahoney, 62, died Feb. 1 after "after a long ...

Wells Fargo also pulls from Merrill and Raymond James again from Commonwealth, while AlphaCore buys up a big RIA and the FPA gets a new CEO.

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

The Foundation for Financial Planning has introduced a new educational resource designed to prepare the next generation of financial planners for pro bono work, aiming to address a growing demand ...

Moving abroad is popular these days. Whether you’re relocating for a better retirement, a quest for adventure or the opportunity to travel while working remotely, it’s important to understand that the ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

October 1st marks World Financial Planning Day, a timely moment to reflect on how women can better harness their economic influence as wealth creators, owners, and advocates. Women already drive 70–80 ...