The board of directors of the Financial Planning Association has named its current treasurer, Daniel Galli, as its ...

Daniel Galli has been elected as the 2025 president-elect of the Financial Planning Association, the membership organization ...

Client insights came from the Allianz 2024 Annual Retirement Study, conducted online in February and March with a nationally ...

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Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.

Shortly before its annual Vision conference, the Association of African American Financial Advisors dropped the "interim" ...

While Congress recognized the value of professional investment and financial planning advice by providing a tax deduction for those services up until 2017, an “unintended consequence of this repeal ...

The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced today that the Board of Directors ...

As Congress looks ahead to a debate over the expiring Trump tax cuts, advisor groups are hoping to win back the deduction for ...

Finding a financial advisor familiar with the unique needs of actors and entertainers is crucial for those managing the often ...

Dhani Jones, a former NFL player, highlights the importance of financial planning for athletes post-retirement, comparing ...

Estate planning after the loss of a spouse is about more than just legal documents. It's about ensuring your wishes are respected, protecting your legacy and providing for your loved ones. It's also ...