The financial planning profession has a people problem. According to recent McKinsey research, the number of financial advisors is expected to decline significantly over the next decade, and we’ll be ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? About 330 four-year colleges and universities in the U.S. offer on-campus ...

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting ...

In this somewhat chaotic economic climate, with rising housing and food costs, managing personal finances can feel overwhelming, so don’t overlook these valuable benefits. They can save money, reduce ...

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 ...

Working Americans are facing unprecedented financial stress. Inflation, increased consumer prices and lingering economic uncertainty have left 60% of full-time employees feeling financially ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and ...

As financial pressures weigh heavily on employees, retirement plan advisers are increasingly urging plan committees and corporate executives to offer financial wellness programs, according to ...

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 ...

Four years ago, when the National Collegiate Athletic Association began allowing name, image and likeness pay for student athletes, financial advisor Pat Brown heard from his alma mater. The onetime ...

Attending the summer Investments, Financial Planning and You (IFPY) program at UCI provided a fantastic first-hand experience of the intricacies of finance. UCI business professors passionately ...