Financial Planning Homepage | Financial Planning
WEB4 days ago — Financial Planning is a source of news and analysis for financial advisors, covering topics such as politics, technology, retirement, diversity and more. Find out the latest trends, challenges and ...
FP Magazine - Financial Planning
WEBFinancial Planning Magazine covers the latest trends and issues in wealth management, financial planning and investment advice. Find articles, rankings, surveys and more on topics such as ESG ...
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 — Edward Jones tops the list of 19 wealth managers in 2021, followed by UBS, Stifel and Fidelity. See how Ameriprise and other firms compare in the survey based on trust, value, convenience and more.
Top mutual funds of the decade | Financial Planning
WEBOct 25, 2023 — No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%.
J.D. Power announces 2022 best financial advisor firms - Financial …
WEBApr 14, 2022 — UBS, Vanguard, Schwab and Northwestern top the 2022 list of 18 firms, while TIAA, Prudential and LPL score lowest. See the full rankings, scores and criteria for J.D. Power's annual study of full ...
J.D. Power 2024 best financial advisor firms | Financial Planning
WEBMar 21, 2024 — U.S. Bank tops the list of 24 firms ranked by client satisfaction in J.D. Power's annual survey. See how the industry performed in 2024 and how it can improve its engagement with younger investors.
Favorite AI tools in wealth management | Financial Planning
WEBJul 5, 2024 — The days when most advisors feared AI would take their jobs are mostly in the rearview mirror. Most leaders in the wealth management space are testing some form of AI, whether it be playing with ...
Meet the CRPC, a major retirement planning credential
WEBOct 19, 2023 — CRPC stands for chartered retirement planning counselor, a certification that helps advisors help clients with their personal financial planning needs around retirement. Learn who should get the ...
Financial advisor vs. planner: what's the difference?
WEBAug 27, 2021 — A financial planner can be — broadly — defined as someone who sits down with a client and does lifelong financial planning. Financial advisor is a more general term.
A guide to 6 certifications for wealth management and financial ...
WEBSep 17, 2023 — Learn about the letters behind the names of financial advisors, such as CFP, CFA, CPA, ChFC, RICP and CEPA. Find out what they mean, how to get them and why they matter for clients.