After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance companies ...

Financial wellness refers to having a healthy and balanced relationship with money. In general, it is where an individual’s financial situation aligns with their values, goals, and overall well-being.

There are some fights you just want to stay out of. But there is one going on between the Financial Planning Association and the Securities and Exchange Commission that directly affects consumers who ...

Black adults are clear on their financial goals and priorities, with majorities saying being debt-free (67%) and having enough money to do the things they want to do (65%) are essential to their ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

The financial milestones of adulthood used to be pretty clear-cut: 30-somethings were expected to get married, buy a home and have children. In fact, when the popular TV show “thirtysomething” hit the ...

Allison Landa is a longtime business writer whose work on real estate, personal finance, and insurance have appeared in multiple publications including Parents, Business Insider, The Washington Post, ...