Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning software AUSTIN, Texas, January 21, 2026--(BUSINESS ...

MB Wealth Advisors expands its focus on advanced financial planning and coordinated wealth strategy for individuals and ...

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...

AI is redefining what's possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax, estate, and specialized strategies—to a broader range ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and Financial Planning Jump Start programs ...

FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled ...

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

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today. The award is ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Let us know you're interested and we'll reach out to answer your questions. You'll also receive more information about the program and your financial aid options. Offers an MBA in Financial Planning ...