The Certified Financial Planner Board of Standards said Monday that it's ditching its sober-toned advertising campaign of the past two years featuring "Cal" and "Valerie," a retired married couple ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

Discover expert tips on budgeting, investing, and maximizing VA benefits for veterans. Protect your finances and achieve your monetary goals with our comprehensive guide.

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

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 ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Texas A&M University will launch the Aggie Financial Planning Clinic, offering free financial coaching and planning services to the Bryan-College Station community. The clinic will provide students ...