To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A wealth-management expert says ...

Think AI can handle your finances better than you can? Researchers found ChatGPT often misses the mark - sometimes with worrying confidence.

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, ...

Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...

Buffalo Business First Publisher John Tebeau sat down with four Western New York financial minds to get a read on how to wrap-up the year and anticipate what is to come in 2026.

The CFP Board Center for Financial Planning has appointed a new executive editor. Stephen Horan has been appointed executive editor of the Center for Financial Planning’s academic journal, Financial ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

Something remarkable is happening in Freed-Hardeman University's personal financial planning program. In just 18 months, enrollment has tripled, with 34 students majoring in Personal Financial ...

More than one-third (37%) of CPA financial planners said that elder financial abuse caused “substantial” emotional harm to clients, according to the new AICPA PFP Trends Survey. Proposed regulations ...

If patients don’t fully understand the cost of their treatments, or if they assume their insurance plan will take care of them, they can be hit with expensive surprises. This technique can help the ...