Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

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The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

The updated Competency Standards are designed to strengthen and reinforce the value of CFP ® certification for the profession and the public, including by aligning CFP ® certification with the ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

Dementia is a complex and devastating condition that not only affects the emotional and mental well-being of individuals but ...

AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...

Creative Planning offers comprehensive wealth management, custom portfolios and specialized services for the ultrawealthy.

HNWIs require strategic planning to preserve their wealth.

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Money management feels a lot less overwhelming when you have the best certified financial planners (CFPs) in Austin on your side. The financial advisors featured here offer financial planning services ...