Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

Something remarkable is happening in Freed-Hardeman University's personal financial planning program. In just 18 months, ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

Financial Planning's latest continuing education quiz is now available online. The August 2025 CE quiz will test takers' general knowledge of various practice areas in wealth management via a ...

As Managing Director at Euclid Harding, Brian Lasher works at the intersection of family, wealth and enterprise. In today’s ...

How well do high schools and universities prepare students for the real world? Not well, according to some recent U.S. graduates and other Americans in a new survey. The poll of more than 2,000 U.S.

How to Strategize for the Future ...

In-school banking has taken root in small, rural schools. Now it's spreading to the nation's largest district.

Financial planners and advisors can now take Financial Planning's October continuing education quiz online. Advisors who answer at least eight of the 10 questions correctly can submit the quiz for one ...

Every November, Americans pause to honor the courage and sacrifice of our service members and their families. Veterans Day is more than a date on the calendar; it’s a reminder that freedom and ...