The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

A first-of-its-kind extension of a podcast-first media company into wealth management, designed to meet the modern ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Alberto Preciado has been appointed as Finance Director for the City of Davis, bringing with him 18 years of experience in the government finance sector.

UNITED STATES, CO, UNITED STATES, January 13, 2026 / EINPresswire.com / — EXTRACT ADVISORS announced that its core discretionary management platform, powered by its proprietary quantitative engine, ...

Osaic Partners With ActiFi, Greene Consulting to Expand Adviser AcademyOsaic Inc. announced strategic partnerships with ...

The XY Planning Network advisor community is different. Alan Moore remembers meeting a member at one of the firm’s annual conferences who is both a financial planner and a death doula—a professional ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

The College of Business at the University of Nevada, Reno has launched a new Personal Financial Planning program designed to prepare students for careers in one of today’s fastest-growing fields.

Finastra, a global firm focused on financial services software, announced enhancements to its LaserPro document management solution, integrating with two different Uniform Commercial Code (UCC) filing ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...