Foundation for Financial Planning Starts Search for New CEO
By Melanie WaddellJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 22, 2026
New Bill Creates Prefilled Tax FormsThe Autofill Act would enable taxpayers to download pre-populated 1040 forms through an IRS website.
April 22, 2026
San Francisco Billionaire Punches Back Against 'Overpaid CEO' TaxAfter starting successful companies and amassing $13 billion, Chris Larsen has become the face of a billionaires' revolt.
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
April 22, 2026
How to Help Business Owner Clients Slow the Executive ExodusOne good way may be to offer the executives better retirement benefits.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.