Holiday decorations are one of the things frugal people always find the cheapest version of, while everyone else pays more, ...

Many advisors work within larger firms or teams. If you notice constant staff changes, disappearing assistants, or a new contact every few months, it’s worth asking why. High turnover often signals ...

When children graduate from high school, they typically have a decent grasp on subjects such as science, math, history, and ...

Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating ...

The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on ...

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those ...

Some financial professionals extend their training to a higher level of certification. Lesko Wealth Management Advisor Barak ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

What separates those who excel financially from those who struggle? After over 20 years of advising families, listening to and learning from their experiences, I’ve noticed clear patterns in both ...

U.S. financial planning guru Michael Kitces is entering the Canadian continuing education (CE) space for financial advisors. Starting in November, members of the Financial Planning Association of ...