CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to ...

When Courtlynn Dickey was a freshman at American University, he opened his first credit card. He racked up more debt than he meant to and headed to a bank for help, but said the banker used terms he ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. Processing Content The round was led by Leo Capital, with additional investing from ...

Discover essential steps in Financial Planning for individuals with disabilities. Learn about government support, legal ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

Discover essential financial planning strategies for dementia and Alzheimer's care, including long-term care planning ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

With five years of experience as a writer and editor in the higher education and career development space, Ilana has a passion for creating accessible, relevant content that demystifies the higher-ed ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

On December 19, 2025, Thomas A. Steinbrunner, Department of Veterans Affairs (VA) Interim Medical Executive Director, announced that the MISSION Act of 2018 provided additional and expanded services.

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...