In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...

MB Wealth Advisors expands its focus on advanced financial planning and coordinated wealth strategy for individuals and ...

AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax, estate, and specialized strategies—to a broader range ...

FP Alpha, an AI-driven advanced planning platform for financial advisors, today announced its new integration with Orion Advisor Solutions, a provider of wealthtech solutions for fiduciary advisors.

FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled ...

Advisors can now model clients' businesses into their financial plans, ensuring their complex needs are taken into account. SHELTON, CT / ACCESS Newswire / September 23, 2025 / RightCapital, the ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

The dust has settled on the recent presidential election, but its ripple effects are already prompting conversations about potential policy shifts—particularly in the realm of estate planning. Estate ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Let us know you're interested and we'll reach out to answer your questions. You'll also receive more information about the program and your financial aid options. Offers an MBA in Financial Planning ...