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 ...

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 ...

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.

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 ...

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

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

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 ...

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