Nick Chandi is the CEO of Forwardly, an award-winning payment platform that helps US businesses send and receive payments in 60 seconds. Running a small business can be unpredictable, but financial ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

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, ...

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

When it comes to addressing the underrepresentation of women in financial services, much has been achieved but much work remains. Ten years ago, CFP Board Center for Financial Planning founded the ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...