News

Most of the Money in IRAs Comes from a Surprising Source
Americans don't typically stash money in IRAs from contributions. Here is how most people fund their IRAs, according to a new ...
Certified financial planner (CFP): What they do and how much they cost
Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...
Should you change your investment strategy based on Trump’s tariff policies? Here’s what 10 CFPs say
President Trump’s tariff plan includes at least a 10% blanket tariff on most major U.S. trading partners, fueling a ...
I’m 81 with $240K in mutual funds, no debt and living in a condo I’ve fully paid for. But am I ready for a major financial downturn?
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5 types of financial advisors: Which one is right for you?
A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...
With growing investor base, demand for professional advice has never been higher: FPSB CEO Dante De Gori
"Mis-selling is a global issue — it’s not unique to India. Wherever financial products exist, mis-selling exists," said Dante De Gori.
"India one of the fastest growing territories for CFP certification, has a young population that's willing to learn", FPSB Chiefs
The Certified Financial Planner (CFP) certification, overseen by the Financial Planning Standards Board (FPSB), has been in ...
3 smart pieces of money advice for Gen Z college grads worried about the future
Gen Z college grads face a tough job market and rising costs. Financial planners share tips to avoid lifestyle creep, budget ...
Financial misconceptions that can lead to costly mistakes
Canadians are facing a turbulent economic landscape marked by persistent inflation and the growing impact of tariffs.
I’m a financial planner and editor. Here are 5 ways to know if you’re getting trustworthy money advice online
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 ...
We're awash in 'expert' investment advice. How do you find what's right for you?
How should you invest right now? Almost everyone has an opinion. Whether you're watching a portfolio manager on TV, reading market commentary from a brokerage firm or talking one-on-one with a ...