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Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...