If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Discover the steps involved in financial planning for widows and widowers. Discover the objectives behind it and its importance in this article.

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

While short term in duration, building a five-year financial plan gives you a structured approach from which you can manage your finances in pursuit of your chosen life goals. Whether it’s aiming to ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Is the institution making the best use of its money? Are students and university stakeholders satisfied with their return on investment? Can we survive, or thrive, five to ten years from now? These ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

There are still some accounting professionals who feel that the wealth management business represents a conflict of interest that they’d rather not deal with. There are two types of conflicts of ...