Savvy Advisors has surpassed $1 billion in client assets under management (AUM), tripling its assets since the start of 2024.

President-elect Donald J. Trump will take office on Jan. 20. Here are some money moves pros say you may want to make before ...

The respected veteran will oversee an ambitious agenda at the professional planning body, including plans to drive more ...

Once you've entered retirement, you'll need to have a plan for your retirement savings account. Ideally, you'll utilize these ...

Financial advisors can make mistakes, but some offenses are worse than others. If your financial advisor engages in any of ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

Amplified Planning (AP) was created by Hannah Moore, owner and principal of Guiding Wealth in Richardson, Texas. Students in the virtual training programs earn credits toward CFP Board certification.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but ...

Many people will make financial resolutions for 2025. Here's some items financial advisors hope you will consider putting on ...

From a printable bracket, the full CFP schedule, expert predictions, to buying tickets for each game, TSN has got you covered. Here is all you need to know about the College Football Playoff ...