Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional ...

A trailblazing online course to train financial advisors on how to assist clients with addiction and mental health issues is now available nationwide. The Recovery Within Reach program consists of ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.