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

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Unless you’re a financial whiz with time to spend managing your money and ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

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

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

Achieving and maintaining confidence in your financial adviser’s professional skill set and knowledge is more than just a “nice-to-have” — it is critical to safeguarding your wealth. As an investor, ...

Question: “I am looking for a financial adviser but I’m struggling to figure out the best way to find one. Where should I start looking? What questions should I ask? What else should I know in order ...

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. And it comes as many ...