Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Acquiring an existing business is one avenue to growth, but it can also meet other needs for your advisory firm. Over the ...

Green Sherpa, a personal finance site, launched its paid service publicly today to help consumers manage their cash flow and spending habits. Like competitor Mint, the Santa Barbara-based company ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

Have you ever wondered how your health affects your financial planning? Your overall well-being plays a crucial role in your financial planning journey. When building your financial plan, there’s ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...

• 3:15 p.m.: Jim Paxon from the Arizona Game and Fish Department joins us LIVE to discuss the latest updates on Yarnell. • 4:05 p.m.: McDonald’s is offering employees a financial planning site. What? ...

With growing links between psychology and financial planning, there are beginning to be a lot of terms to describe that field, Morningstar Senior Behavioral Researcher Samantha Lamas said. All of ...

The bad behavior of Wall Street firms repeatedly makes headlines. New scandals seem to crop up every other month — instances of insider trading, mortgage fraud, market manipulation and other illegal ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted retirement ...