While serving in the Army, Han Xue had worked in the public health field. But his curiosity and doubt over his financial ...

CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

Financial planners are seeing more clients contribute year-round, instead of scrambling to make a lump-sum payment during ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...