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 ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

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 ...

Our ACBSP-accredited and CFP Board-registered MBA in Financial Planning degree is considered to be among the country's most intensive and comprehensive master-level programs for financial planning.

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 ...

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

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 ...

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 ...