Liz Weston: If our investments are lagging, should we consult a second financial planner?
OregonLive.com· 2 weeks agoDear Liz: My wife and I recently retired. Start by asking the certified financial planner how your...
Looking for some extra peace of mind when it comes to your financial plan?
Fortune· 1 week agoThe CFP designation is awarded to professionals who have completed rigorous education, experience,...
You Can Now Buy Gold Bars at Costco, But They Are Selling Out Fast — Are They Worth Tracking Down?
GoBankingRates via AOL· 11 hours agoIf you have a sudden need for gold bars -- along with a 10-pound jar of peanut butter and 30 paper...
CFP Board Imposes Public Sanctions on 13 Individuals
WMBF News Myrtle Beach· 2 weeks agoCertified Financial Planner Board of Standards, Inc. (CFP Board) announced today public sanctions against 13 current or former CFP® professionals, effective ...
'Is it time to go elsewhere?' My financial adviser charges 1% even if he loses money. Should I ditch...
Morningstar· 1 week agoMarketWatch Picks highlights items we think you'll find useful; the MarketWatch News staff is not involved in creating this content. Question: If one's financial ...
Two 25-year-old financial planners suddenly found themselves in the role of family caregivers—here's...
Morningstar· 1 week agoOne fall and diagnosis changed both of us from everyday millennial financial planners into family caregivers trying to navigate the healthcare system for ...
Crypto for Advisors: AI - Friend or Foe to the Advisor?
CoinDesk via Yahoo Finance· 12 hours agoInterestingly, repeated Internet searches list roles that AI will automate and could impact, yet the...
The media we follow affect our investment behavior | Paul Fain
Knoxville News Sentinel· 7 days agoCarson used several familiar acronyms to illustrate how the media feed our investment behavior. The...
Ask An Advisor: How Do I Find a Retirement Financial Advisor?
SmartAsset via AOL· 5 days agoI am interested in working with a financial planner who specializes in retirement planning. I'd...
Vision Buffalo spotlight: Shawn Connolly, Jensen Marks Langer & Vance (video) - Buffalo Business...
The Business Journals· 2 weeks agoShawn Connolly’s expertise has benefited financially independent investors. A certified financial ...
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