Planning Offers Many Women the Kind of Career They Want: CFP Board

Published on October 8, 2025

The relationship aspect of the people-first profession is especially appealing, an industry report finds.

       
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How to Build Advisor Trust in AI

October 8, 2025
Not all advisors are interested in using the technology, but many firm leaders see widespread adoption as essential.      Related StoriesAffluent Clients' New Demand for Advisors: Reduce Their Tax BillWhat a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityRoth Conversions in the 37% Bracket? Sometimes, It Makes Sense

The Case for a 50/30/20 Retirement Portfolio

October 8, 2025
Protected income should be viewed as an asset class, according to research by Michael Finke and Jason Fichtner.      Related StoriesWhat a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityRoth Conversions in the 37% Bracket? Sometimes, It Makes SenseAffluent Clients' New Demand for Advisors: Reduce Their Tax Bill