The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

The average American worker will likely spend 20 years or more in retirement. That’s a very long time to go without employment income, which is why it’s crucial to develop a distribution strategy ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...

Not only can the field of finance feel obtuse, the wide variety of people who can help you with your money — and the alphabet soup that their titles contain — can seem headache-inducing. According to ...

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

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 ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Referred to as the “NAIFA Nation,” a very engaged and diverse association membership of insurance, accounting, legal and financial advisors was recently brought together for NAIFA’s 2024 Conference at ...

C3 Risk & Insurance Services (C3), a San Diego-based specialty insurance brokerage, has partnered with DPH Financial Services (DPH) to create a brand-new Financial Services division. The partnership ...