The Advisory Council is a group of financial professionals who serve as advisors to our financial planning programs and faculty. The members of the Advisory Council come from a variety of sectors ...
It’ not just about saving, it’s about keeping more of what you’re earned. Sponsored by Elevated Financial Management.
SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...
The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...
Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...
The 24 Chief Financial Officers Act agencies still struggle to meet federal requirements implementing financial management systems, despite making “significant progress” since the law’s enactment in ...
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces. Registered investment adviser (RIA) ...
AI, blockchain technology to push the wealth management software market to new heights … eventually.
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...
How couples can prepare for emergencies and unexpected life changes together Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + ...
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