Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Hiring a financial planner can help you set both short-term and long-term goals for your monetary life, and set out strategies to achieve them. But the cost of a comprehensive financial plan starts in ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced enhancements to ...

A holistic financial plan goes beyond—here’s how to approach it.

Learn about the definition, importance, components, and challenges of financial planning for clergy and religious ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? About 330 four-year colleges and universities in the U.S. offer on-campus ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

In this somewhat chaotic economic climate, with rising housing and food costs, managing personal finances can feel overwhelming, so don’t overlook these valuable benefits. They can save money, reduce ...

Your employees don’t leave their goals or their worries at the door when they come to work. For today’s workforce, those concerns–from small distractions like a traffic jam to big wins like a new home ...

Key Insight: Learn how employers are shifting from retirement-only to holistic financial-wellness strategies. Supporting Data: Two-thirds of employers reported turnover rates of 10%+ in 2024. Forward ...

Four years ago, when the National Collegiate Athletic Association began allowing name, image and likeness pay for student athletes, financial advisor Pat Brown heard from his alma mater. The onetime ...