Many professional designations, like the certified financial planner (CFP) designation, also have a formal complaints process. Check your advisor’s designation, determine the governing body that ...

Whether you are planning on your own or with a professional, there are ongoing considerations that should make your plan an ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 ...

Roth IRAs are a great way for younger people to get ahead on retirement savings—especially if their employer doesn’t offer a ...

The Canadian Institute of Financial Planning (CIFP) has dropped its $1.2-million lawsuit against FP Canada, which arose after the CIFP’s Chartered Financial Planner designation was approved as a ...

Debt management is an example of how coaching can truly help clients. While a financial planner can outline a debt-repayment ...

Kelly Pope-Wiley, CFP, a consultant at IG Wealth Management in Kingston, Ont., shares some insights about her day-to-day work ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings ...

A new streaming television show is bringing the popular makeover format to personal finance, helping everyday families ...

US-headquartered Financial Planning Standards Board (FPSB), the standards-setting body for the global financial planning ...

For women financial advisors, professional designations are not just credentials to add after their names, they are vital ...

Learn how to establish a solid financial plan, manage debt and invest wisely to achieve your retirement goals.