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 ...

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 ...

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

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 ...

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 ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

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 ...

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.