CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

Fact checked by Yarilet Perez The term "financial planner" evokes images of wealthy families in elegant mansions, supported ...

Data analytics has evolved beyond traditional forecasting and budgeting. It has become an active decision validation engine.

Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that ...

THE current global environment reminds us that life can change suddenly. Preparing for those changes is not just wise — it's ...

In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash ...