Comerica reports on the role of AI in financial planning, highlighting its efficiency while cautioning against its ...

"Good planning is about aligning your money with your life. You look at taxes because they’re one of the few things that ...

Virtual assistants in wealth management apps boost customer satisfaction by up to 72 points on a 1,000-point scale Wells ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. How well does your financial plan match your deepest dreams, possibilities and authentic ...

A subset of the FIRE (Financial Independence, Retire Early) movement, Coast FI can help executives figure out whether their ...

Eight people who have shown exceptional leadership in the field of financial planning will be honored as the Financial Planning Association's 2010 Heart of Financial Planning Award winners at the FPA ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

For anyone managing a chronic disease, it's important to plan for financial security, now and in the future. This section provides several sources you can use to find financial planning information ...

It’s alarming to consider the implications of South Africa’s insurance gap, and even more concerning that so many consumers have little to no insurance protection in place. This leaves them dependent ...

The Financial Planning Standards Council (FPSC) is reminding financial professionals and consumers that it will be hosting awareness activities during Financial Planning Week, which takes place across ...

The Financial Planning Association ® (FPA) is the largest membership organization for Certified Financial Planning professionals in the U.S. You can use this site to find a certified financial planner ...