Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

Edelman Financial Engines has appointed Michael Liersch as its chief planning officer, set to start on August 29, the company announced Tuesday. Liersch will report directly to Edelman Financial ...

Michael Hales, MPA, has been named Chief Financial Officer for University of Utah Health Plans, effective January 1, 2026.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.