The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...

Financial planning software can also be useful as a communication tool, Mr. Warwick said. When clients have questions, the ...

Something remarkable is happening in Freed-Hardeman University's personal financial planning program. In just 18 months, ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

Every November, Americans pause to honor the courage and sacrifice of our service members and their families. Veterans Day is more than a date on the calendar; it’s a reminder that freedom and ...

The FPA has a new leader ready to bring a 25-year-old organization into 2026. The Financial Planning Association tapped ...

The technology that can finally liberate finance teams from spreadsheet labor is accessible, affordable and requires no new ...

Allegheny County’s Financial Empowerment Center, which started in 2019, already offers free personal financial counseling and ...

Nashville residents can now create wills for FREE. With 70% of Americans lacking estate planning, this initiative helps ...

Gov. Matt Meyer announced Delaware's Rural Health Transformation plan this month, which includes plans for creating the state ...

THIS MORNING, A WORLD RENOWNED AUTHOR IS BACK IN NEW MEXICO WITH A SURPRISE. SHE JUST PICKED WHICH LOCAL SCHOOL IS JOINING ...