Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

Origin is an AI-powered personal finance app combining budgeting, investing, and financial planning for complex finances.

Members of the Financial Planning Association will soon have a revamped tool for client acquisition. On Wednesday, the membership organization and trade association announced it would update and ...

What Are Digital Financial Planning Platforms? Digital financial planning platforms are online tools or applications that provide individuals with a convenient and accessible way to create and manage ...

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

Artificial intelligence can be an invaluable financial planning tool. AI can be used to plan a budget, automate investments and even provide financial advice. But with a wide array of AI tools ...

The Financial Planning Association has partnered with marketing platform provider Snappy Kraken to upgrade its PlannerSearch tool. In doing so, the company will embark on transforming the venerable ...

Declining student numbers, devalued degrees, lower retention rates, and affordability concerns continue to reshape the higher education landscape and increase competition among universities.

There's a cycle that's occurred several times over the life of the financial planning profession that goes something like this: First, a small number of financial advisors find an innovative new way ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.