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 ...

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

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

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

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.

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 ...

Asisa reports that assets under management in local collective schemes grew 2% to R3. 64 trillion during the second quarter.

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

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