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

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has become the latest institution of higher learning 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 ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

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

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 savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

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

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 ...

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 ...