As Head of the Personal Financial Planning Department at Kansas State University, I feel for students across the country who have worked hard over the past academic year to excel in their classes and ...

James McDougal, a junior at Texas A&M University, was looking forward to spending the summer working with clients for the first time as a paraplanner at the RIA arm of a national corporation with ...

ARLINGTON, Va. — Even after they sit for the exam and fulfill an educational requirement, prospective CFPs still have to fulfill a daunting 6,000-hour work experience requirement before they can ...

It was early summer of 2020, the COVID-19 pandemic was devouring every business routine, and Hannah Moore, an action-oriented financial planner in Richardson, Texas, was alarmed. Advisories that had ...

Becoming a financial advisor can be challenging, even with a wealth of resources available. My experience in financial advising has been filled with mentors and supportive family members, from Hawaii ...

Charles Zhang, WMU Trustee Lynn Chen-Zhang, Mo Tall and President Russ Kavalhuna meet in the lobby of Zhang Financial, where Tall is the inaugural recipient of the Zhang Financial Presidential ...