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

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

You can use a program like ChatGPT to help legally reduce your income enough to qualify for the ACA and to create a plan to ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction ...

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 ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

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

Discover if a career in financial planning suits you. Take our quiz to find out your potential as a financial planner and ...

Siamack Shojai, dean, William Paterson University’s Cotsakos College of Business, accepts “Heart of Financial Planning” award from Diane DeOliveira, president, Financial Planning Association, New ...

Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

Discover essential steps in Financial Planning for individuals with disabilities. Learn about government support, legal ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...