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 ...

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

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 ...

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

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

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 ...

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. Processing Content The use of mutual fund wrap programs — a unique type of fund ...