Differentiating Yourself Among 70,000 CFP® Professionals
All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients...
The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients...
The professionals who hold documents and information necessary to complete in-depth analyses and develop a comprehensive financial plan make up your client’s “team.” These...
Americans are living longer than in past centuries. A 2010 study conducted by the Stanford Center on Longevity found that the number of Americans age 65 and over will double over...
Successful financial advisors have mastered the fine art of balancing unique expectations across a diverse client base. The larger your client portfolio, the more personalities...
While 2008 will forever be remembered as the start of a terrifying financial downturn, it also marked the introduction of robo-advisors to the financial market. Growing in...
Investors want a leader, but not the stereotypical kind, reports Money magazine. Citing a 2014 study by the Financial Planning Association, almost 90 percent of clients want their...
So-called "modern families," which include blended, same-sex, and multigenerational households are "nearly as common as 'traditional' families with a heterosexual couple and...
Successful completion of the CFP® Certification Exam is a major milestone in any financial advisor's career. Achieving this designation signifies to fellow professionals and...
For financial consultants, ongoing training and deeper knowledge make you an expert in the field. Becoming a Chartered Financial Consultant® (ChFC®) is an ideal way to not only...